WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.96B
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,046
New
Increased
Reduced
Closed

Top Buys

1
+$48.8M
2
+$29.1M
3
+$17.7M
4
IBKR icon
Interactive Brokers
IBKR
+$16.9M
5
SKX
Skechers
SKX
+$15.2M

Top Sells

1
+$34.4M
2
+$18.8M
3
+$17.5M
4
CR icon
Crane Co
CR
+$17.3M
5
PANW icon
Palo Alto Networks
PANW
+$16.7M

Sector Composition

1 Financials 23.88%
2 Consumer Discretionary 16.81%
3 Technology 15.73%
4 Industrials 11.33%
5 Healthcare 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.09M 0.06%
2,669
-2,518
402
$1.09M 0.06%
22,661
+5,707
403
$1.09M 0.06%
+31,514
404
$1.08M 0.06%
49,994
-6,769
405
$1.08M 0.06%
65,012
+1,431
406
$1.08M 0.06%
12,332
+6,578
407
$1.08M 0.06%
+7,981
408
$1.08M 0.06%
+14,703
409
$1.08M 0.05%
82,782
+6,235
410
$1.07M 0.05%
14,905
+6,255
411
$1.07M 0.05%
110,635
+25,723
412
$1.07M 0.05%
4,327
+305
413
$1.07M 0.05%
+53,300
414
$1.07M 0.05%
38,001
+9,784
415
$1.06M 0.05%
6,455
-6,978
416
$1.06M 0.05%
27,884
-1,664
417
$1.06M 0.05%
+9,621
418
$1.05M 0.05%
+27,300
419
$1.05M 0.05%
8,089
+1,457
420
$1.05M 0.05%
2,973
+150
421
$1.05M 0.05%
14,423
-9,159
422
$1.05M 0.05%
25,728
+11,820
423
$1.05M 0.05%
23,900
+2,533
424
$1.05M 0.05%
12,869
+977
425
$1.04M 0.05%
245,839
+45,273
15 16
17
18 19