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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
1401
– –
-47,091
1402
– –
-4,519
1403
– –
-16,918
1404
– –
-3,271
1405
– –
-16,783
1406
– –
-13,180
1407
– –
-24,556
1408
– –
-15,291
1409
– –
-1,558
1410
– –
-5,770
1411
– –
-45,300
1412
– –
-12,068
1413
– –
-10,948
1414
– –
-9,236
1415
– –
-7,723
1416
– –
-16,087
1417
– –
-2,351
1418
– –
-5,261
1419
– –
-1,832
1420
– –
-11,316
1421
– –
-12,397
1422
– –
-82,168
1423
– –
-9,331
1424
– –
-8,080
1425
– –
-2,478
55 56
57
58 59