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
126
$2.18M 0.12%
8,843
-127
127
$2.18M 0.12%
48,767
+1,249
128
$2.17M 0.12%
10,979
-141
129
$2.17M 0.12%
6,163
+1,818
130
$2.17M 0.12%
181,789
+12,767
131
$2.17M 0.12%
24,460
-2,654
132
$2.17M 0.12%
14,410
+9,349
133
$2.17M 0.12%
69,770
-13,591
134
$2.17M 0.12%
34,018
+4,688
135
$2.15M 0.12%
20,400
+677
136
$2.15M 0.12%
114,096
+21,824
137
$2.14M 0.12%
42,347
-8,212
138
$2.14M 0.12%
56,477
+16,206
139
$2.13M 0.12%
80,719
+58,677
140
$2.1M 0.12%
27,610
-4,807
141
$2.08M 0.12%
7,411
+3,839
142
$2.08M 0.12%
5,777
+305
143
$2.08M 0.12%
37,432
-4,778
144
$2.07M 0.12%
50,720
+5,145
145
$2.07M 0.12%
76,617
-14,215
146
$2.06M 0.12%
53,265
+7,636
147
$2.06M 0.12%
148,755
+9,004
148
$2.05M 0.12%
3,642
+253
149
$2.04M 0.12%
36,187
+5,449
150
$2.04M 0.12%
28,208
+1,573
4 5
6
7 8