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
1251
$224K 0.01%
11,706
-1,507
1252
$220K 0.01%
13,458
+1,763
1253
$219K 0.01%
+7,820
1254
$219K 0.01%
30,666
+4,054
1255
$219K 0.01%
+6,367
1256
$214K 0.01%
+5,533
1257
$213K 0.01%
21,421
+1,753
1258
$213K 0.01%
+4,618
1259
$213K 0.01%
+14,367
1260
$212K 0.01%
12,586
-2,624
1261
$212K 0.01%
72
-8
1262
$212K 0.01%
16,592
+1,378
1263
$211K 0.01%
+20,392
1264
$211K 0.01%
+7,279
1265
$211K 0.01%
+11,710
1266
$211K 0.01%
25,000
-25,500
1267
$211K 0.01%
2,365
-3,156
1268
$209K 0.01%
1,623
+373
1269
$209K 0.01%
+2,776
1270
$209K 0.01%
10,447
-2,948
1271
$209K 0.01%
+3,909
1272
$207K 0.01%
20,328
+3,953
1273
$207K 0.01%
+6,227
1274
$207K 0.01%
1,596
-4,797
1275
$206K 0.01%
15,163
+2,792
49 50
51
52 53