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
301
$1.07M 0.07%
73,061
+7,010
302
$1.07M 0.07%
34,417
-10,586
303
$1.06M 0.07%
15,359
+304
304
$1.06M 0.07%
29,032
+1,571
305
$1.06M 0.07%
6,024
+1,285
306
$1.06M 0.07%
29,992
-136,165
307
$1.06M 0.07%
75,078
+2,456
308
$1.06M 0.07%
75,374
+27,305
309
$1.06M 0.07%
24,609
+50
310
$1.06M 0.07%
3,263
+208
311
$1.06M 0.07%
17,398
+4,109
312
$1.06M 0.07%
79,416
+38,303
313
$1.06M 0.07%
4,800
+199
314
$1.05M 0.07%
+48,695
315
$1.05M 0.07%
23,452
+5,657
316
$1.05M 0.07%
+14,104
317
$1.05M 0.07%
9,881
-8,303
318
$1.05M 0.07%
+20,502
319
$1.05M 0.07%
7,896
-9,485
320
$1.05M 0.07%
+74,800
321
$1.05M 0.07%
37,318
+2,983
322
$1.05M 0.07%
85,352
+38,180
323
$1.05M 0.07%
29,655
+11,017
324
$1.05M 0.07%
15,131
-168
325
$1.05M 0.07%
58,059
+13,212
11 12
13
14 15