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
$1.51B
AUM Growth
+$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$17.7M
3
+$16.5M
4
PANW icon
Palo Alto Networks
PANW
+$16.4M
5
NKE icon
Nike
NKE
+$15.2M

Top Sells

1
+$21.3M
2
+$18.5M
3
+$15.6M
4
CMG icon
Chipotle Mexican Grill
CMG
+$14.6M
5
WSM icon
Williams-Sonoma
WSM
+$11M

Sector Composition

1 Financials 20.83%
2 Consumer Discretionary 18.71%
3 Technology 14.6%
4 Industrials 12.43%
5 Healthcare 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.21M 0.08%
31,747
+1
227
$1.2M 0.08%
8,590
+1,206
228
$1.2M 0.08%
7,697
-305
229
$1.2M 0.08%
16,875
+1
230
$1.2M 0.08%
46,261
+3
231
$1.2M 0.08%
70,899
+6,697
232
$1.2M 0.08%
11,153
-2,419
233
$1.19M 0.08%
23,675
+4,520
234
$1.19M 0.08%
11,769
+4,095
235
$1.18M 0.08%
60,607
+902
236
$1.18M 0.08%
89,981
-18,705
237
$1.18M 0.08%
6,116
+478
238
$1.18M 0.08%
+13,907
239
$1.18M 0.08%
30,862
-20,026
240
$1.17M 0.08%
13,587
+1
241
$1.17M 0.08%
12,701
242
$1.17M 0.08%
3,562
+981
243
$1.17M 0.08%
25,500
244
$1.16M 0.08%
+13,729
245
$1.16M 0.08%
25,598
+1
246
$1.16M 0.08%
24,170
-68
247
$1.16M 0.08%
23,807
+1,789
248
$1.15M 0.08%
8,174
+492
249
$1.15M 0.08%
32,838
+2
250
$1.15M 0.08%
15,969
+11,309
8 9
10
11 12