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
251
$2.01M 0.1%
+6,927
252
$2M 0.1%
38,202
+27,996
253
$2M 0.1%
+25,779
254
$1.98M 0.1%
+12,877
255
$1.94M 0.1%
50,700
256
$1.94M 0.1%
44,064
-153,377
257
$1.94M 0.1%
+53,925
258
$1.93M 0.1%
8,310
+3,719
259
$1.92M 0.1%
+48,368
260
$1.91M 0.1%
+88,800
261
$1.86M 0.1%
+3,909
262
$1.86M 0.09%
34,553
+11,239
263
$1.86M 0.09%
16,227
+4,729
264
$1.85M 0.09%
+11,205
265
$1.83M 0.09%
56,330
+23,918
266
$1.81M 0.09%
232,550
+70,874
267
$1.81M 0.09%
17,110
+6,208
268
$1.8M 0.09%
6,175
+1,458
269
$1.8M 0.09%
+18,000
270
$1.79M 0.09%
13,373
-19,367
271
$1.78M 0.09%
9,000
-8,528
272
$1.77M 0.09%
+6,800
273
$1.73M 0.09%
24,960
-152,082
274
$1.73M 0.09%
70,934
+18,758
275
$1.71M 0.09%
+74,800
9 10
11
12 13