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
476
$450K 0.03%
+3,390
477
$444K 0.03%
+44,004
478
$444K 0.03%
+107,869
479
$441K 0.03%
5,646
480
$436K 0.03%
+10,987
481
$433K 0.03%
+9,744
482
$432K 0.03%
+4,249
483
$428K 0.03%
19,675
-60,428
484
$425K 0.03%
+16,135
485
$424K 0.03%
+6,719
486
$417K 0.03%
54,402
+34,538
487
$410K 0.03%
+128
488
$406K 0.03%
14,519
-70,237
489
$397K 0.03%
+1,771
490
$393K 0.03%
+25,827
491
$387K 0.03%
2,604
-1,031
492
$380K 0.03%
2,168
-1,892
493
$369K 0.02%
+1,739
494
$367K 0.02%
55,820
-28,712
495
$362K 0.02%
+3,924
496
$358K 0.02%
+7,540
497
$352K 0.02%
10,315
-10,831
498
$351K 0.02%
+2,655
499
$344K 0.02%
20,204
-1,164
500
$344K 0.02%
+4,920
18 19
20
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