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
201
$1.69M 0.1%
15,651
-43
202
$1.68M 0.1%
26,198
-2,495
203
$1.68M 0.1%
18,740
+3,624
204
$1.67M 0.1%
32,677
+15,744
205
$1.67M 0.1%
30,773
-2,418
206
$1.66M 0.09%
56,838
+40,565
207
$1.65M 0.09%
9,994
-81
208
$1.65M 0.09%
16,938
+1,703
209
$1.64M 0.09%
15,583
-5,417
210
$1.64M 0.09%
26,499
-11,261
211
$1.64M 0.09%
7,735
+787
212
$1.64M 0.09%
14,743
+2,290
213
$1.64M 0.09%
24,762
+1,421
214
$1.63M 0.09%
17,775
+2,286
215
$1.63M 0.09%
38,006
+1,977
216
$1.63M 0.09%
16,016
+2,443
217
$1.63M 0.09%
4,356
-909
218
$1.63M 0.09%
40,535
+1,788
219
$1.62M 0.09%
41,398
+10,125
220
$1.61M 0.09%
13,031
+6,588
221
$1.61M 0.09%
26,717
+10,951
222
$1.61M 0.09%
18,290
+8,693
223
$1.61M 0.09%
80,580
+28,296
224
$1.61M 0.09%
6,182
+1,072
225
$1.61M 0.09%
28,756
+9,988
7 8
9
10 11