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
1451
– –
-1,587
1452
– –
-24,121
1453
– –
-33,658
1454
– –
-10,447
1455
– –
-13,022
1456
– –
-942
1457
– –
-71,730
1458
– –
-1,107
1459
– –
-1,486
1460
– –
-7,803
1461
– –
-12,319
1462
– –
-2,054
1463
– –
-3,522
1464
– –
-8,736
1465
– –
-7,933
1466
– –
-55,026
1467
– –
-2,438
1468
– –
-16,196
1469
– –
-5,227
1470
– –
-1,482
1471
– –
-11,066
1472
– –
-8,742
1473
– –
-26,198
1474
– –
-14,586
1475
– –
-7,470
56 57 58
59
60