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
601
$487K 0.02%
24,020
-29,673
602
$487K 0.02%
+4,391
603
$486K 0.02%
4,428
-4,170
604
$486K 0.02%
+11,944
605
$481K 0.02%
+6,173
606
$481K 0.02%
2,208
-4,130
607
$476K 0.02%
+2,049
608
$475K 0.02%
+2,228
609
$474K 0.02%
1,515
-4,235
610
$471K 0.02%
+13,892
611
$465K 0.02%
8,971
+4,752
612
$462K 0.02%
+21,810
613
$456K 0.02%
+9,749
614
$447K 0.02%
+5,529
615
$443K 0.02%
13,521
-35,014
616
$438K 0.02%
+4,166
617
$437K 0.02%
+4,807
618
$434K 0.02%
9,634
-18,450
619
$434K 0.02%
+18,333
620
$433K 0.02%
+6,773
621
$429K 0.02%
+8,556
622
$429K 0.02%
58,620
-19,875
623
$428K 0.02%
+5,757
624
$428K 0.02%
+2,243
625
$428K 0.02%
+4,781
23 24
25
26 27