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
476
$973K 0.06%
19,724
+358
477
$970K 0.06%
33,677
-7,561
478
$970K 0.06%
5,349
-453
479
$969K 0.06%
16,280
-8,460
480
$969K 0.06%
60,511
+7,544
481
$964K 0.06%
32,931
+9,578
482
$963K 0.05%
14,395
+526
483
$961K 0.05%
10,787
+1,120
484
$961K 0.05%
95,220
+459
485
$961K 0.05%
163,669
-29,221
486
$961K 0.05%
9,232
+5,558
487
$960K 0.05%
12,650
+1,275
488
$959K 0.05%
23,845
+6,585
489
$959K 0.05%
3,625
-115
490
$957K 0.05%
+5,186
491
$956K 0.05%
1,953
-358
492
$955K 0.05%
8,639
-2,368
493
$954K 0.05%
25,652
-14,727
494
$953K 0.05%
21,071
+14,729
495
$952K 0.05%
24,416
+1,144
496
$951K 0.05%
13,202
+813
497
$951K 0.05%
2,831
+1,544
498
$951K 0.05%
13,575
+2,810
499
$950K 0.05%
11,387
+1,114
500
$950K 0.05%
46,667
+15,510
18 19
20
21 22