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
$1.51B
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 14.98%
4 Industrials 12.43%
5 Healthcare 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.1M 0.07%
14,236
+2,312
277
$1.1M 0.07%
52,709
+35,284
278
$1.1M 0.07%
105,373
+11,873
279
$1.1M 0.07%
15,318
-41,196
280
$1.1M 0.07%
60,209
-13,262
281
$1.1M 0.07%
63,909
+9,573
282
$1.1M 0.07%
16,674
-4,639
283
$1.09M 0.07%
89,662
+49,081
284
$1.09M 0.07%
92,526
+1,332
285
$1.09M 0.07%
1,845
+1,204
286
$1.09M 0.07%
13,224
+293
287
$1.09M 0.07%
28,091
+592
288
$1.09M 0.07%
51,930
+40,576
289
$1.09M 0.07%
183,956
+98,488
290
$1.08M 0.07%
26,415
+6,924
291
$1.08M 0.07%
+17,389
292
$1.08M 0.07%
31,605
+960
293
$1.08M 0.07%
25,924
+2,514
294
$1.08M 0.07%
4,135
-5,353
295
$1.08M 0.07%
101,393
+56,839
296
$1.08M 0.07%
119,030
+5,078
297
$1.08M 0.07%
72,310
+3,730
298
$1.07M 0.07%
12,558
+4,073
299
$1.07M 0.07%
19,740
-2,155
300
$1.07M 0.07%
9,513
+324
10 11
12
13 14