WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
+$41M
2
+$36.6M
3
+$32.1M
4
MBB icon
iShares MBS ETF
MBB
+$24.6M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$19.4M

Top Sells

1
+$13.1M
2
+$9.97M
3
+$9.39M
4
AAPL icon
Apple
AAPL
+$7.44M
5
TREX icon
Trex
TREX
+$5.56M

Sector Composition

1 Financials 15.87%
2 Consumer Discretionary 12.22%
3 Technology 11.18%
4 Healthcare 9.74%
5 Industrials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
– –
-10,876
1402
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-798
1403
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-19,216
1404
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-47,091
1405
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-4,519
1406
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-13,180
1407
– –
-24,556
1408
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-15,785
1409
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-15,291
1410
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-12,068
1411
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-10,948
1412
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-9,236
1413
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-7,723
1414
– –
-16,087
1415
– –
-2,351
1416
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-5,261
1417
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-1,832
1418
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-11,316
1419
– –
-12,397
1420
– –
-82,168
1421
– –
-3,940
1422
– –
-22,290
1423
– –
-9,331
1424
– –
-8,080
1425
– –
-2,478
55 56
57
58 59