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
376
$868K 0.06%
+48,970
377
$859K 0.06%
49,623
+2,683
378
$854K 0.06%
35,380
-16,688
379
$849K 0.06%
+27,845
380
$842K 0.06%
15,340
-8,900
381
$842K 0.06%
34,361
+23,332
382
$840K 0.06%
6,612
-5,745
383
$833K 0.06%
+5,593
384
$833K 0.06%
30,205
+8,654
385
$830K 0.06%
+3,541
386
$825K 0.05%
+22,917
387
$825K 0.05%
32,096
-1,128
388
$820K 0.05%
+8,652
389
$819K 0.05%
1,842
-3,020
390
$810K 0.05%
54,809
+33,635
391
$784K 0.05%
3,916
-385
392
$782K 0.05%
74,820
+21,582
393
$782K 0.05%
11,130
+4,859
394
$782K 0.05%
+1,315
395
$777K 0.05%
37,788
-359,759
396
$770K 0.05%
+18,516
397
$770K 0.05%
+25,020
398
$769K 0.05%
14,200
+2,976
399
$761K 0.05%
+27,636
400
$746K 0.05%
+9,511
14 15
16
17 18