We are live on ! Find out more
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
1376
– –
-4,126
1377
– –
-17,005
1378
– –
-2,745
1379
– –
-3,940
1380
– –
-22,290
1381
– –
-17,043
1382
– –
-942
1383
– –
-2,054
1384
– –
-1,482
1385
– –
-11,066
1386
– –
-8,742
1387
– –
-26,198
1388
– –
-14,586
1389
– –
-11,205
1390
– –
-5,837
1391
– –
-41,933
1392
– –
-3,371
1393
– –
-17,740
1394
– –
-15,785
1395
– –
-3,540
1396
– –
-7,743
1397
– –
-6,943
1398
– –
-8,032
1399
– –
-10,876
1400
– –
-19,216
54 55
56
57 58