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
351
$1.03M 0.07%
6,565
+1,274
352
$1.03M 0.07%
+7,521
353
$1.02M 0.07%
+99,879
354
$1.02M 0.07%
+19,471
355
$1.02M 0.07%
6,988
+1,438
356
$1.02M 0.07%
+1,956
357
$1.02M 0.07%
88,554
+4,453
358
$1.02M 0.07%
+2,012
359
$1.01M 0.07%
+20,994
360
$1.01M 0.07%
98,360
+25,212
361
$1.01M 0.07%
4,540
-1,831
362
$960K 0.06%
80,199
+62,578
363
$951K 0.06%
+20,536
364
$949K 0.06%
+38,606
365
$948K 0.06%
4,962
+2,739
366
$940K 0.06%
128,259
+90,148
367
$933K 0.06%
+22,079
368
$913K 0.06%
37,708
+10,609
369
$904K 0.06%
3,171
-1,057
370
$898K 0.06%
9,729
-4,804
371
$896K 0.06%
12,980
-8,079
372
$894K 0.06%
19,005
+9,210
373
$894K 0.06%
27,392
-139,827
374
$884K 0.06%
+26,228
375
$872K 0.06%
+5,171
13 14
15
16 17