WG
Winton Group Portfolio holdings
AUM
$2.9B
1-Year Est. Return
27.22%
This Fund
S&P 500
1 Year Est. Return
+27.22%
AUM
$2.67B
AUM Growth
+$714M
(+37%)
Holding
1,096
Top Buys
| 1 | +$104M | |
| 2 | +$19M | |
| 3 | +$18.3M | |
| 4 |
Boeing
BA
|
+$17.5M |
| 5 |
Incyte
INCY
|
+$16.9M |
Top Sells
| 1 | +$16.7M | |
| 2 | +$11.5M | |
| 3 | +$11.3M | |
| 4 |
Goldman Sachs
GS
|
+$10.4M |
| 5 |
Western Digital
WDC
|
+$10.4M |
Sector Composition
| 1 | Financials | 17.37% |
| 2 | Technology | 15.86% |
| 3 | Industrials | 13.11% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Healthcare | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Applovin
APP
$142B
| $14.6M | 0.55% |
20,300
+13,722
|
|
||
27
EPAM Systems
EPAM
$7.26B
| $14.5M | 0.54% |
+96,400
|
|
||
28
Thermo Fisher Scientific
TMO
$194B
| $14.5M | 0.54% |
29,800
+13,486
|
|
||
29
Boston Scientific
BSX
$110B
| $14.4M | 0.54% |
+147,742
|
|
||
30
Nu Holdings
NU
$80.2B
| $14.4M | 0.54% |
898,800
+861,644
|
|
||
31
Pfizer
PFE
$154B
| $14.3M | 0.54% |
+562,908
|
|
||
32
Amazon
AMZN
$2.26T
| $14.2M | 0.53% |
64,710
-4,593
|
|
||
33
Netflix
NFLX
$350B
| $13.9M | 0.52% |
116,000
+22,200
|
|
||
34
Chart Industries
GTLS
$9.33B
| $13.8M | 0.52% |
+69,144
|
|
||
35
Spotify
SPOT
$95.3B
| $13.7M | 0.51% |
19,625
+13,720
|
|
||
|
VG
36
Venture Global Inc
VG
$22.8B
| $13.6M | 0.51% |
+960,700
|
|
||
37
Bank of America
BAC
$373B
| $13.6M | 0.51% |
262,980
+195,643
|
|
||
38
Coinbase
COIN
$48.7B
| $13.5M | 0.5% |
39,916
+33,216
|
|
||
|
TXNM
39
TXNM Energy Inc
TXNM
$6.46B
| $13.5M | 0.5% |
238,050
+4,274
|
|
||
40
Lattice Semiconductor
LSCC
$13.8B
| $13.3M | 0.5% |
181,912
-104,905
|
|
||
|
B
41
Barrick Mining
B
$83.3B
| $12.7M | 0.48% |
+388,731
|
|
||
42
Caterpillar
CAT
$357B
| $12.7M | 0.48% |
+26,613
|
|
||
|
ECG
43
Everus Construction Group
ECG
$6.79B
| $12.5M | 0.47% |
145,202
-2,220
|
|
||
44
KeyCorp
KEY
$23.6B
| $12M | 0.45% |
641,300
+401,031
|
|
||
45
GXO Logistics
GXO
$7.34B
| $12M | 0.45% |
+226,137
|
|
||
46
Unity
U
$8.03B
| $11.9M | 0.45% |
+297,659
|
|
||
47
Kratos Defense & Security Solutions
KTOS
$15.1B
| $11.8M | 0.44% |
+128,900
|
|
||
|
NBIS
48
Nebius Group N.V.
NBIS
$26.7B
| $11.5M | 0.43% |
+102,613
|
|
||
49
Broadcom
AVGO
$1.57T
| $11.3M | 0.42% |
34,195
+23,615
|
|
||
50
Murphy Oil
MUR
$4.5B
| $11.1M | 0.42% |
390,607
-23,916
|
|