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
451
$935K 0.05%
22,153
-108,393
452
$933K 0.05%
1,995
-1,400
453
$930K 0.05%
28,159
+3,904
454
$930K 0.05%
18,895
-103,592
455
$920K 0.05%
22,839
-12,490
456
$920K 0.05%
+9,368
457
$917K 0.05%
31,229
-8,199
458
$916K 0.05%
+62,700
459
$914K 0.05%
+24,347
460
$913K 0.05%
36,966
+1,185
461
$910K 0.05%
+30,200
462
$897K 0.05%
+13,571
463
$896K 0.05%
+2,400
464
$896K 0.05%
9,817
-21,385
465
$895K 0.05%
4,800
-1,665
466
$891K 0.05%
+16,786
467
$889K 0.05%
+12,089
468
$886K 0.05%
123,696
+50,234
469
$877K 0.04%
+23,709
470
$875K 0.04%
+4,829
471
$871K 0.04%
+7,200
472
$856K 0.04%
+7,500
473
$849K 0.04%
+7,982
474
$847K 0.04%
84,648
+7,307
475
$845K 0.04%
+39,012
17 18
19
20 21