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
326
$1.05M 0.07%
34,719
-157,081
327
$1.04M 0.07%
5,822
-22,334
328
$1.04M 0.07%
+52,794
329
$1.04M 0.07%
78,891
+561
330
$1.04M 0.07%
42,964
+12,496
331
$1.04M 0.07%
43,421
+28,768
332
$1.04M 0.07%
19,198
+2,292
333
$1.04M 0.07%
28,316
-3,998
334
$1.04M 0.07%
21,847
+5,310
335
$1.04M 0.07%
17,954
-1,941
336
$1.04M 0.07%
+7,848
337
$1.04M 0.07%
66,505
+10,995
338
$1.04M 0.07%
19,148
+1,277
339
$1.04M 0.07%
14,848
+5,763
340
$1.04M 0.07%
16,771
+7,396
341
$1.04M 0.07%
36,207
+17,313
342
$1.04M 0.07%
937
-131
343
$1.03M 0.07%
+9,949
344
$1.03M 0.07%
26,768
+785
345
$1.03M 0.07%
15,718
+1,477
346
$1.03M 0.07%
11,590
+322
347
$1.03M 0.07%
14,655
-1,235
348
$1.03M 0.07%
13,975
+466
349
$1.03M 0.07%
7,763
+5,187
350
$1.03M 0.07%
+55,271
12 13
14
15 16