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
551
$224K 0.01%
+953
552
$223K 0.01%
313
-755
553
$222K 0.01%
4,672
-11,684
554
$221K 0.01%
10,362
-2,055
555
$221K 0.01%
+16,963
556
$220K 0.01%
+10,242
557
$217K 0.01%
7,063
558
$212K 0.01%
+153,455
559
$210K 0.01%
+8,801
560
$209K 0.01%
+2,261
561
$209K 0.01%
518
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562
$208K 0.01%
+1,274
563
$207K 0.01%
+2,569
564
$206K 0.01%
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565
$206K 0.01%
+9,487
566
$195K 0.01%
+58,177
567
$192K 0.01%
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568
$192K 0.01%
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569
$183K 0.01%
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570
$179K 0.01%
+96,023
571
$174K 0.01%
+10,446
572
$164K 0.01%
+19,410
573
$163K 0.01%
+17,511
574
$159K 0.01%
+20,494
575
$150K 0.01%
40,398
-53,927
21 22
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