WG

Winton Group Portfolio holdings

AUM $1.96B
1-Year Est. Return 30.2%
This Quarter Est. Return
1 Year Est. Return
+30.2%
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
Financial Select Sector SPDR Fund
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
– –
-17,740
1402
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-8,032
1403
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-10,876
1404
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-798
1405
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-19,216
1406
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-47,091
1407
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-4,519
1408
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-15,291
1409
– –
-5,261
1410
– –
-1,832
1411
– –
-9,331
1412
– –
-8,080
1413
– –
-2,478
1414
– –
-11,238
1415
– –
-13,621
1416
– –
-19,199
1417
– –
-9,142
1418
– –
-1,518
1419
– –
-7,182
1420
– –
-7,744
1421
– –
-15,264
1422
– –
-15,824
1423
– –
-6,238
1424
– –
-107,751
1425
– –
-6,041
55 56
57
58 59