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
1176
$277K 0.02%
3,523
-6,044
1177
$276K 0.02%
2,970
-2,386
1178
$275K 0.02%
+6,725
1179
$275K 0.02%
+1,423
1180
$275K 0.02%
16,534
+1,013
1181
$272K 0.02%
8,551
-4,459
1182
$270K 0.02%
10,398
+1,374
1183
$270K 0.02%
38,564
-2,721
1184
$269K 0.02%
22,789
+221
1185
$267K 0.02%
2,914
-60,706
1186
$267K 0.02%
7,010
-11,429
1187
$266K 0.02%
+1,849
1188
$266K 0.02%
100,900
+13,176
1189
$265K 0.02%
10,878
+172
1190
$264K 0.02%
+4,168
1191
$263K 0.02%
+11,149
1192
$262K 0.01%
43,409
+21,150
1193
$262K 0.01%
36,753
-4,046
1194
$262K 0.01%
22,453
+2,156
1195
$261K 0.01%
+11,516
1196
$260K 0.01%
4,314
-4,868
1197
$260K 0.01%
8,579
+885
1198
$260K 0.01%
17,822
+6,227
1199
$258K 0.01%
+4,397
1200
$257K 0.01%
5,096
+590
46 47
48
49 50