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
851
$531K 0.03%
8,699
-3,642
852
$531K 0.03%
+5,148
853
$530K 0.03%
+16,937
854
$529K 0.03%
22,525
-7,220
855
$529K 0.03%
227
-76
856
$528K 0.03%
9,881
+746
857
$527K 0.03%
8,452
-2,273
858
$527K 0.03%
14,181
-3,955
859
$526K 0.03%
+7,636
860
$526K 0.03%
49,741
+3,681
861
$526K 0.03%
37,630
+12,459
862
$525K 0.03%
+21,947
863
$523K 0.03%
11,404
+905
864
$523K 0.03%
14,866
+3,806
865
$521K 0.03%
9,611
-4,683
866
$520K 0.03%
5,852
-695
867
$519K 0.03%
45,977
-7,331
868
$519K 0.03%
11,402
-24,425
869
$519K 0.03%
10,572
+3,744
870
$518K 0.03%
2,103
-3,027
871
$518K 0.03%
14,546
+179
872
$518K 0.03%
4,676
-351
873
$518K 0.03%
687
-17
874
$517K 0.03%
10,953
+3,665
875
$515K 0.03%
120,130
+56,039
33 34
35
36 37