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
501
$756K 0.04%
3,999
+1,968
502
$752K 0.04%
9,984
-3,807
503
$748K 0.04%
+11,722
504
$746K 0.04%
+10,955
505
$732K 0.04%
+6,646
506
$731K 0.04%
13,795
-4,267
507
$729K 0.04%
+78,775
508
$725K 0.04%
17,036
+4,015
509
$724K 0.04%
84,284
+55,823
510
$717K 0.04%
91,241
+5,271
511
$716K 0.04%
+2,950
512
$716K 0.04%
29,892
-41,940
513
$710K 0.04%
+1,353
514
$706K 0.04%
+30,132
515
$704K 0.04%
+7,111
516
$699K 0.04%
+21,437
517
$689K 0.04%
+5,366
518
$687K 0.04%
12,499
-7,448
519
$687K 0.04%
+3,063
520
$684K 0.04%
+17,677
521
$679K 0.03%
6,259
-701
522
$678K 0.03%
+10,400
523
$677K 0.03%
3,037
-13,554
524
$677K 0.03%
13,758
-2,784
525
$672K 0.03%
+6,072
19 20
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