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
1
$81.8M 4.67%
212
2
$56.4M 3.22%
572,583
+416,086
3
$56.2M 3.21%
1,650,999
+569,963
4
$53.5M 3.05%
457,879
+274,869
5
$42.5M 2.43%
866,915
+745,576
6
$29.5M 1.68%
271,741
+226,679
7
$14.6M 0.83%
86,785
-59,349
8
$14.3M 0.82%
224,298
+24,701
9
$14M 0.8%
+190,876
10
$12.9M 0.73%
96,861
-70,686
11
$12.9M 0.73%
74,683
+7,660
12
$12.3M 0.7%
60,037
-93
13
$11.2M 0.64%
45,414
+40,911
14
$11.1M 0.63%
336,774
+324,446
15
$10.7M 0.61%
+81,040
16
$9.75M 0.56%
113,455
+97,418
17
$8.77M 0.5%
128,145
-1,919
18
$8.39M 0.48%
229,633
+15,030
19
$8.11M 0.46%
235,650
-6,284
20
$7.7M 0.44%
+854,781
21
$7.33M 0.42%
+82,630
22
$6.45M 0.37%
100,678
+11,105
23
$6.33M 0.36%
+217,976
24
$6.24M 0.36%
51,074
-60,883
25
$6.23M 0.36%
69,894
-4,845
1
2 3 4 5