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
151
$2.04M 0.12%
8,757
+4,433
152
$2.03M 0.12%
8,962
-5,257
153
$2.01M 0.11%
56,630
-12,600
154
$2M 0.11%
59,070
+20,745
155
$2M 0.11%
31,796
+5,049
156
$1.99M 0.11%
139,050
+11,262
157
$1.98M 0.11%
22,718
+2,386
158
$1.98M 0.11%
37,083
+19,580
159
$1.98M 0.11%
8,577
+256
160
$1.97M 0.11%
25,350
161
$1.94M 0.11%
2,324
-1,099
162
$1.94M 0.11%
8,409
+3,310
163
$1.93M 0.11%
43,403
+3,742
164
$1.93M 0.11%
57,983
-2,730
165
$1.92M 0.11%
46,135
-3,201
166
$1.91M 0.11%
1,652
-97
167
$1.91M 0.11%
14,397
+5,261
168
$1.91M 0.11%
32,025
+4,143
169
$1.91M 0.11%
5,393
-1,430
170
$1.91M 0.11%
7,410
-3,764
171
$1.9M 0.11%
17,320
-2,430
172
$1.89M 0.11%
58,250
173
$1.88M 0.11%
115,079
+27,309
174
$1.87M 0.11%
8,348
+2,442
175
$1.87M 0.11%
15,562
-3,812
5 6
7
8 9