We are live on ! Find out more
WG

Winton Group Portfolio holdings

AUM $2.85B
1-Year Est. Return 30.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.73%
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
+$19.5M
2
+$17.6M
3
+$17M
4
ANET icon
Arista Networks
ANET
+$16.5M
5
NKE icon
Nike
NKE
+$15.7M

Top Sells

1
+$21.3M
2
+$18.5M
3
+$16.1M
4
CMG icon
Chipotle Mexican Grill
CMG
+$14.6M
5
DG icon
Dollar General
DG
+$10.9M

Sector Composition

1 Financials 20.83%
2 Consumer Discretionary 18.71%
3 Technology 14.6%
4 Industrials 12.43%
5 Healthcare 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-4,651
602
– –
-21,357
603
– –
-328
604
– –
-4,434
605
– –
-781
606
– –
-89,651
607
– –
-3,951
608
– –
-38,049
609
– –
-9,222
610
– –
-6,036
611
– –
-162,044
612
– –
-1,315
613
– –
-25,490
614
– –
-25,680
615
– –
-56
616
– –
-13,536
617
– –
-19,127
618
– –
-32,823
619
– –
-43,285
620
– –
-49,746
621
– –
-18,945
622
– –
-34,461
623
– –
-54,688
624
– –
-16,856
625
– –
-3,843
23 24
25
26 27