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
551
$590K 0.03%
+2,622
552
$584K 0.03%
1,295
-478
553
$582K 0.03%
2,381
+879
554
$578K 0.03%
6,444
-1,599
555
$577K 0.03%
6,663
-6,666
556
$576K 0.03%
6,694
-4,960
557
$572K 0.03%
+59,330
558
$571K 0.03%
57,580
-19,226
559
$571K 0.03%
+3,019
560
$570K 0.03%
+8,809
561
$567K 0.03%
+9,503
562
$567K 0.03%
+1,057
563
$565K 0.03%
+10,493
564
$563K 0.03%
+8,121
565
$562K 0.03%
8,369
-7,121
566
$562K 0.03%
61,949
+21,538
567
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+6,688
568
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569
$557K 0.03%
8,203
-4,153
570
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+134,610
571
$553K 0.03%
+5,315
572
$551K 0.03%
3,200
-450
573
$551K 0.03%
+9,969
574
$545K 0.03%
+1,840
575
$544K 0.03%
+30,585
21 22
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