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WG

Winton Group Portfolio holdings

AUM $2.85B
1-Year Est. Return 30.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.73%
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 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$49K ﹤0.01%
2,046
+66
1352
$44K ﹤0.01%
13,999
-6,432
1353
$38K ﹤0.01%
+12,135
1354
$37K ﹤0.01%
+11,074
1355
$24K ﹤0.01%
10,420
-6,609
1356
$23K ﹤0.01%
10,122
-20,547
1357
$14K ﹤0.01%
+764
1358
– –
-205,868
1359
– –
-9,891
1360
– –
-798
1361
– –
-1,288
1362
– –
-2,058
1363
– –
-6,155
1364
– –
-10,821
1365
– –
-3,706
1366
– –
-6,947
1367
– –
-12,303
1368
– –
-2,232
1369
– –
-3,142
1370
– –
-50,641
1371
– –
-26,105
1372
– –
-15,270
1373
– –
-9,288
1374
– –
-165,601
1375
– –
-824
53 54
55
56 57