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
251
$1.15M 0.08%
23,837
+1,926
252
$1.15M 0.08%
4,959
-717
253
$1.14M 0.08%
11,050
+1
254
$1.14M 0.08%
16,615
+300
255
$1.14M 0.08%
101,633
+11,613
256
$1.14M 0.08%
144,691
-39,621
257
$1.14M 0.08%
29,650
-93,086
258
$1.13M 0.08%
21,619
+227
259
$1.13M 0.08%
+60,798
260
$1.13M 0.08%
+36,311
261
$1.13M 0.08%
17,906
+1
262
$1.13M 0.08%
35,311
+3
263
$1.13M 0.07%
21,859
+690
264
$1.12M 0.07%
29,248
+1
265
$1.12M 0.07%
16,907
+1
266
$1.11M 0.07%
33,401
+2
267
$1.11M 0.07%
24,933
+6,299
268
$1.11M 0.07%
4,111
+1,126
269
$1.11M 0.07%
3,343
+1,006
270
$1.11M 0.07%
25,103
+5,630
271
$1.11M 0.07%
158,557
+5,082
272
$1.11M 0.07%
5,977
+806
273
$1.11M 0.07%
12,721
-74,195
274
$1.1M 0.07%
45,298
+13,452
275
$1.1M 0.07%
+902
9 10
11
12 13