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
501
$342K 0.02%
+4,279
502
$340K 0.02%
+20,141
503
$336K 0.02%
1,636
-26,128
504
$334K 0.02%
+23,660
505
$333K 0.02%
6,254
-16,778
506
$331K 0.02%
+11,883
507
$329K 0.02%
+24,049
508
$327K 0.02%
16,325
-4,208
509
$324K 0.02%
+1,884
510
$321K 0.02%
75,610
+21,718
511
$320K 0.02%
+39,353
512
$320K 0.02%
48,074
+37,640
513
$320K 0.02%
+17,653
514
$319K 0.02%
+79,486
515
$318K 0.02%
16,473
+1,744
516
$315K 0.02%
+4,691
517
$314K 0.02%
+37,375
518
$309K 0.02%
5,368
-3,028
519
$305K 0.02%
+25,692
520
$304K 0.02%
2,778
-49,786
521
$302K 0.02%
+18,503
522
$300K 0.02%
+1,217
523
$297K 0.02%
754
-397
524
$296K 0.02%
+1,658
525
$294K 0.02%
635
-4,722
19 20
21
22 23