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
1226
$244K 0.01%
42,991
+100
1227
$244K 0.01%
3,829
-7,029
1228
$244K 0.01%
6,065
-10,449
1229
$243K 0.01%
1,383
-281
1230
$243K 0.01%
872
-355
1231
$242K 0.01%
1,233
+143
1232
$240K 0.01%
5,882
-8,236
1233
$240K 0.01%
+6,897
1234
$239K 0.01%
198
-69
1235
$239K 0.01%
5,903
-624
1236
$238K 0.01%
+5,611
1237
$235K 0.01%
13,315
+1,279
1238
$235K 0.01%
4,736
-3,716
1239
$232K 0.01%
+22,707
1240
$231K 0.01%
1,784
-732
1241
$231K 0.01%
+6,248
1242
$230K 0.01%
21,646
-2,324
1243
$230K 0.01%
33,162
-300
1244
$229K 0.01%
23,736
-68
1245
$228K 0.01%
3,610
-1,260
1246
$227K 0.01%
12,928
+1,204
1247
$226K 0.01%
+5,202
1248
$225K 0.01%
+48,299
1249
$224K 0.01%
3,208
-7,352
1250
$224K 0.01%
3,981
-11
48 49
50
51 52