WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Fund
S&P 500
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 11.16%
4 Healthcare 9.74%
5 Industrials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
– –
-9,142
1402
– –
-7,182
1403
– –
-7,744
1404
– –
-15,264
1405
– –
-15,824
1406
– –
-6,041
1407
– –
-8,700
1408
– –
-613
1409
– –
-13,867
1410
– –
-954
1411
– –
-14,269
1412
– –
-47,730
1413
– –
-18,049
1414
– –
-12,303
1415
– –
-2,232
1416
– –
-164,402
1417
– –
-1,011
1418
– –
-2,058
1419
– –
-6,155
1420
– –
-27,373
1421
– –
-6,947
1422
– –
-5,641
1423
– –
-14,468
1424
– –
-4,465
1425
– –
-1,587
55 56
57
58 59