WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.96B
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,046
New
Increased
Reduced
Closed

Top Buys

1
+$48.8M
2
+$29.1M
3
+$17.7M
4
IBKR icon
Interactive Brokers
IBKR
+$16.9M
5
SKX
Skechers
SKX
+$15.2M

Top Sells

1
+$34.4M
2
+$18.8M
3
+$17.5M
4
CR icon
Crane Co
CR
+$17.3M
5
PANW icon
Palo Alto Networks
PANW
+$16.7M

Sector Composition

1 Financials 23.88%
2 Consumer Discretionary 16.81%
3 Technology 15.73%
4 Industrials 11.33%
5 Healthcare 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.33M 0.12%
15,952
+4,715
227
$2.32M 0.12%
138,408
-52,120
228
$2.32M 0.12%
+152,074
229
$2.32M 0.12%
15,319
-1,571
230
$2.31M 0.12%
25,316
+8,370
231
$2.3M 0.12%
+6,578
232
$2.29M 0.12%
+60,243
233
$2.28M 0.12%
20,500
-26,268
234
$2.28M 0.12%
21,120
-24,823
235
$2.24M 0.11%
+22,268
236
$2.23M 0.11%
+20,099
237
$2.22M 0.11%
+4,041
238
$2.21M 0.11%
2,998
-3,841
239
$2.17M 0.11%
72,462
-128,409
240
$2.14M 0.11%
54,230
+45,574
241
$2.13M 0.11%
17,833
-5,695
242
$2.12M 0.11%
11,598
+5,959
243
$2.1M 0.11%
+1,074
244
$2.06M 0.11%
43,654
+22,892
245
$2.05M 0.1%
20,553
-46,468
246
$2.04M 0.1%
97,108
+40,129
247
$2.03M 0.1%
4,652
-2,144
248
$2.03M 0.1%
6,599
+4,283
249
$2.03M 0.1%
+8,396
250
$2.01M 0.1%
+99,521
8 9
10
11 12