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
1351
$49K ﹤0.01%
2,046
+66
1352
$44K ﹤0.01%
13,999
-6,432
1353
$38K ﹤0.01%
+12,135
1354
$37K ﹤0.01%
+11,074
1355
$24K ﹤0.01%
10,420
-6,609
1356
$23K ﹤0.01%
10,122
-20,547
1357
$14K ﹤0.01%
+764
1358
– –
-10,865
1359
– –
-1,390,248
1360
– –
-19,235
1361
– –
-5,018
1362
$0 ﹤0.01%
291,360
1363
– –
-691
1364
– –
-9,288
1365
– –
-205,868
1366
– –
-9,891
1367
– –
-2,745
1368
– –
-16,918
1369
– –
-3,271
1370
– –
-16,783
1371
– –
-13,180
1372
– –
-24,556
1373
– –
-15,785
1374
– –
-1,558
1375
– –
-5,770
53 54
55
56 57