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
26
$9.4M 0.62%
+142,940
27
$9.24M 0.61%
157,813
-167,290
28
$9.04M 0.6%
157,178
+138,860
29
$8.83M 0.59%
104,167
+73,741
30
$8.63M 0.57%
+1,683,071
31
$8.55M 0.57%
60,162
+50,179
32
$8.53M 0.57%
428,324
-3,681
33
$8.35M 0.55%
128,939
+77,134
34
$8.24M 0.55%
126,150
+98,225
35
$8.18M 0.54%
18,815
+16,057
36
$7.99M 0.53%
192,951
+28,052
37
$7.98M 0.53%
413,945
-7,214
38
$7.57M 0.5%
169,961
+32,222
39
$7.52M 0.5%
+48,941
40
$7.08M 0.47%
+64,851
41
$6.84M 0.45%
203,569
+155,741
42
$6.84M 0.45%
79,374
+75,381
43
$6.79M 0.45%
+26,989
44
$6.76M 0.45%
+335,791
45
$6.67M 0.44%
54,432
+51,592
46
$6.47M 0.43%
+21,572
47
$6.47M 0.43%
+77,088
48
$6.45M 0.43%
+121,963
49
$6.43M 0.43%
+23,878
50
$6.41M 0.43%
+15,500
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