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
426
$630K 0.04%
5,117
-3,511
427
$629K 0.04%
614
+291
428
$625K 0.04%
55,371
+27,495
429
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1,338
-883
430
$611K 0.04%
101,644
-44,331
431
$611K 0.04%
26,004
+17,144
432
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6,586
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433
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-971
434
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26,256
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435
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9,823
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436
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22,458
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437
$586K 0.04%
37,564
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438
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+10,959
439
$584K 0.04%
288,990
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440
$583K 0.04%
4,643
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441
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24,724
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442
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39,738
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443
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8,266
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444
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4,814
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445
$579K 0.04%
24,440
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446
$575K 0.04%
136,146
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447
$570K 0.04%
+2,400
448
$563K 0.04%
46,519
+24,327
449
$562K 0.04%
+9,584
450
$549K 0.04%
+11,378
16 17
18
19 20