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
176
$1.86M 0.11%
7,625
-1,692
177
$1.85M 0.11%
50,831
+4,599
178
$1.85M 0.11%
17,921
+220
179
$1.85M 0.11%
39,670
+11,435
180
$1.85M 0.11%
16,918
+6,896
181
$1.84M 0.11%
36,890
+18,174
182
$1.81M 0.1%
65,981
-4,524
183
$1.8M 0.1%
19,706
-2,646
184
$1.8M 0.1%
62,257
+962
185
$1.8M 0.1%
3,940
+213
186
$1.79M 0.1%
40,436
+3,969
187
$1.79M 0.1%
94,614
+21,318
188
$1.79M 0.1%
12,071
-1,763
189
$1.78M 0.1%
21,196
-3,151
190
$1.77M 0.1%
+6,408
191
$1.77M 0.1%
54,140
-549
192
$1.76M 0.1%
13,261
-2,355
193
$1.75M 0.1%
12,345
+2,633
194
$1.74M 0.1%
+23,965
195
$1.74M 0.1%
6,800
-2,055
196
$1.74M 0.1%
3,668
-365
197
$1.71M 0.1%
32,122
+3,420
198
$1.69M 0.1%
9,649
-2,487
199
$1.69M 0.1%
21,685
+6,252
200
$1.69M 0.1%
7,968
-3,875
6 7
8
9 10