WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
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
+$38.1M
2
+$34.4M
3
+$31.7M
4
MBB icon
iShares MBS ETF
MBB
+$24.8M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$18.3M

Top Sells

1
+$13.1M
2
+$9.87M
3
+$9.33M
4
AAPL icon
Apple
AAPL
+$7.81M
5
TREX icon
Trex
TREX
+$5.71M

Sector Composition

1 Financials 15.87%
2 Consumer Discretionary 12.22%
3 Technology 11.16%
4 Healthcare 9.74%
5 Industrials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.29M 0.07%
7,490
+2,023
327
$1.29M 0.07%
75,239
+1,169
328
$1.29M 0.07%
45,619
-1,632
329
$1.28M 0.07%
2,792
-1,194
330
$1.28M 0.07%
5,855
-2,115
331
$1.28M 0.07%
13,131
-3,632
332
$1.28M 0.07%
8,865
-605
333
$1.27M 0.07%
13,344
-7,112
334
$1.27M 0.07%
12,493
-5,338
335
$1.26M 0.07%
39,072
+1,308
336
$1.26M 0.07%
36,994
+2,112
337
$1.26M 0.07%
23,037
+8,179
338
$1.26M 0.07%
22,519
-14,569
339
$1.26M 0.07%
687
+94
340
$1.25M 0.07%
18,996
-4,710
341
$1.25M 0.07%
7,640
-2,117
342
$1.25M 0.07%
91,145
+12,427
343
$1.24M 0.07%
22,630
-9,115
344
$1.24M 0.07%
20,404
+4,888
345
$1.23M 0.07%
9,349
-1,430
346
$1.23M 0.07%
11,378
+3,881
347
$1.23M 0.07%
27,283
-932
348
$1.23M 0.07%
8,201
+3,224
349
$1.23M 0.07%
6,862
+2,959
350
$1.23M 0.07%
37,790
-20,876
12 13
14
15 16