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
451
$547K 0.04%
+117,052
452
$541K 0.04%
+11,444
453
$536K 0.04%
74,044
+10,576
454
$535K 0.04%
299,080
-159,301
455
$535K 0.04%
+34,753
456
$524K 0.03%
+5,599
457
$517K 0.03%
+6,255
458
$511K 0.03%
22,437
-12,135
459
$500K 0.03%
16,205
-22,090
460
$498K 0.03%
+21,889
461
$498K 0.03%
16,225
-2,338
462
$495K 0.03%
+4,341
463
$487K 0.03%
+1,160
464
$484K 0.03%
+5,360
465
$483K 0.03%
1,332
-166
466
$480K 0.03%
+59,446
467
$479K 0.03%
77,572
+9,432
468
$479K 0.03%
1,890
-463
469
$477K 0.03%
+12,792
470
$476K 0.03%
+6,930
471
$474K 0.03%
+3,059
472
$464K 0.03%
4,311
+1,642
473
$461K 0.03%
4,730
-7,136
474
$460K 0.03%
2,012
-6,314
475
$455K 0.03%
+81,618
17 18
19
20 21