WG

Winton Group Portfolio holdings

AUM $1.96B
1-Year Est. Return 30.2%
This Quarter Est. Return
1 Year Est. Return
+30.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,497
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$36.6M
3
+$32.1M
4
MBB icon
iShares MBS ETF
MBB
+$24.6M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$19.4M

Top Sells

1
+$13.1M
2
+$9.97M
3
+$9.39M
4
AAPL icon
Apple
AAPL
+$7.44M
5
TREX icon
Trex
TREX
+$5.56M

Sector Composition

1 Financials 15.87%
2 Consumer Discretionary 12.22%
3 Technology 11.18%
4 Healthcare 9.74%
5 Industrials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$170K 0.01%
12,841
+497
1302
$169K 0.01%
16,709
-2,280
1303
$165K 0.01%
26,372
+6,233
1304
$163K 0.01%
+13,606
1305
$160K 0.01%
208
+174
1306
$158K 0.01%
16,688
+5,063
1307
$153K 0.01%
15,984
-5,191
1308
$153K 0.01%
38,573
+20,184
1309
$153K 0.01%
+10,598
1310
$151K 0.01%
+257
1311
$147K 0.01%
4,963
+2,907
1312
$146K 0.01%
17,107
-264
1313
$140K 0.01%
+12,430
1314
$140K 0.01%
37,641
-4,416
1315
$139K 0.01%
16,410
-6,504
1316
$139K 0.01%
23,262
-118
1317
$137K 0.01%
33,959
+2,139
1318
$135K 0.01%
10,788
-924
1319
$134K 0.01%
24,257
-5,889
1320
$132K 0.01%
38,306
-780
1321
$132K 0.01%
64,192
+13,127
1322
$131K 0.01%
4,462
-3,472
1323
$127K 0.01%
23,003
-7,483
1324
$127K 0.01%
3,213
-73
1325
$124K 0.01%
17,835
+2,270
51 52
53
54 55