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
1151
$296K 0.02%
+12,447
1152
$293K 0.02%
8,117
-1,535
1153
$292K 0.02%
14,838
-54,618
1154
$291K 0.02%
21,112
+207
1155
$291K 0.02%
17,452
-1,898
1156
$290K 0.02%
+12,563
1157
$289K 0.02%
+16,336
1158
$288K 0.02%
5,488
-1,122
1159
$287K 0.02%
11,908
+1,779
1160
$287K 0.02%
+19,628
1161
$287K 0.02%
+1,925
1162
$285K 0.02%
+11,282
1163
$285K 0.02%
2,138
-132
1164
$283K 0.02%
+17,960
1165
$283K 0.02%
+9,397
1166
$283K 0.02%
13,065
+1,559
1167
$283K 0.02%
+15,518
1168
$281K 0.02%
29,105
-1,708
1169
$281K 0.02%
16,373
+3,154
1170
$281K 0.02%
4,102
-2,440
1171
$280K 0.02%
+7,469
1172
$278K 0.02%
7,542
+2,196
1173
$278K 0.02%
2,705
-2,259
1174
$278K 0.02%
+1,671
1175
$278K 0.02%
+19,615
45 46
47
48 49