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
526
$292K 0.02%
1,056
+449
527
$280K 0.02%
40,835
-49,797
528
$279K 0.02%
+73,167
529
$279K 0.02%
+1,928
530
$276K 0.02%
2,330
-347
531
$274K 0.02%
90,710
+75,959
532
$272K 0.02%
+4,491
533
$270K 0.02%
+901
534
$269K 0.02%
+254
535
$268K 0.02%
1,622
-3,647
536
$267K 0.02%
2,439
-501
537
$262K 0.02%
53,780
+11,618
538
$259K 0.02%
+52,705
539
$257K 0.02%
+27,357
540
$256K 0.02%
882
-10,535
541
$254K 0.02%
+25,685
542
$250K 0.02%
+1,043
543
$244K 0.02%
+23,843
544
$241K 0.02%
+5,839
545
$240K 0.02%
2,795
-12,352
546
$240K 0.02%
+12,946
547
$239K 0.02%
+25,444
548
$236K 0.02%
+12,866
549
$228K 0.02%
+17,487
550
$228K 0.02%
+4,313
20 21
22
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