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
526
$670K 0.03%
+34,900
527
$670K 0.03%
+2,900
528
$668K 0.03%
1,381
-166
529
$666K 0.03%
42,265
+25,359
530
$660K 0.03%
+41,778
531
$659K 0.03%
+57,544
532
$655K 0.03%
+7,130
533
$651K 0.03%
+15,250
534
$651K 0.03%
+1,927
535
$649K 0.03%
31,312
-14,926
536
$649K 0.03%
7,974
-9,225
537
$648K 0.03%
43,120
-59,440
538
$643K 0.03%
+33,279
539
$642K 0.03%
56,061
+39,601
540
$641K 0.03%
170,138
+82,336
541
$635K 0.03%
+14,617
542
$632K 0.03%
+4,444
543
$619K 0.03%
30,775
-21,465
544
$614K 0.03%
2,812
+1,020
545
$614K 0.03%
+45,630
546
$614K 0.03%
8,965
+1,762
547
$608K 0.03%
+11,228
548
$600K 0.03%
+14,366
549
$595K 0.03%
+15,497
550
$593K 0.03%
+12,565
20 21
22
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