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
401
$737K 0.05%
+7,618
402
$734K 0.05%
+3,611
403
$733K 0.05%
2,149
+278
404
$729K 0.05%
4,410
-3,302
405
$726K 0.05%
43,195
+33,699
406
$726K 0.05%
3,200
407
$724K 0.05%
17,097
+5,055
408
$723K 0.05%
8,968
+5,073
409
$721K 0.05%
19,477
-8,840
410
$721K 0.05%
14,033
-34,925
411
$718K 0.05%
9,473
-137,933
412
$712K 0.05%
9,029
+6,039
413
$709K 0.05%
+9,116
414
$703K 0.05%
+28,194
415
$695K 0.05%
25,892
-4,595
416
$687K 0.05%
3,806
-1,318
417
$679K 0.05%
5,035
-2,115
418
$678K 0.05%
+5,580
419
$678K 0.05%
5,632
+1,660
420
$677K 0.05%
92,235
-38,730
421
$673K 0.04%
49,975
+23,887
422
$672K 0.04%
3,960
-47,746
423
$669K 0.04%
8,101
+698
424
$642K 0.04%
+10,237
425
$638K 0.04%
176,685
-27,582
15 16
17
18 19