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
1326
$123K 0.01%
32,898
+7,965
1327
$112K 0.01%
479
+91
1328
$109K 0.01%
40,029
-4,560
1329
$107K 0.01%
+11,300
1330
$105K 0.01%
94
+2
1331
$103K 0.01%
44,013
+9,242
1332
$103K 0.01%
18,568
-1,135
1333
$101K 0.01%
+14,366
1334
$100K 0.01%
12,857
+2,656
1335
$99K 0.01%
16,793
+4,882
1336
$97K 0.01%
9,347
-3,711
1337
$93K 0.01%
1,767
-146
1338
$90K 0.01%
1,306
-45
1339
$88K 0.01%
59
-15
1340
$84K ﹤0.01%
+12,536
1341
$80K ﹤0.01%
1,845
-66
1342
$73K ﹤0.01%
46,258
+16,745
1343
$69K ﹤0.01%
16,938
-2,229
1344
$67K ﹤0.01%
5,503
-13,564
1345
$67K ﹤0.01%
2,517
+661
1346
$65K ﹤0.01%
11,049
-148
1347
$60K ﹤0.01%
+12,099
1348
$55K ﹤0.01%
1,328
+274
1349
$54K ﹤0.01%
+15,075
1350
$51K ﹤0.01%
17,603
+785
52 53
54
55 56