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
626
$428K 0.02%
3,403
-4,254
627
$421K 0.02%
69,028
-118,288
628
$419K 0.02%
96,293
+41,623
629
$418K 0.02%
5,646
-100
630
$417K 0.02%
5,587
-7,637
631
$415K 0.02%
+6,448
632
$411K 0.02%
+3,107
633
$409K 0.02%
2,155
-104,272
634
$406K 0.02%
65,121
+39,090
635
$402K 0.02%
16,206
-34,673
636
$402K 0.02%
+15,505
637
$401K 0.02%
+8,500
638
$401K 0.02%
+23,321
639
$398K 0.02%
+1,266
640
$398K 0.02%
15,002
-123,783
641
$398K 0.02%
11,049
-21,025
642
$395K 0.02%
50,077
+34,094
643
$394K 0.02%
+19,877
644
$389K 0.02%
758
+64
645
$387K 0.02%
+27,900
646
$387K 0.02%
185,947
+140,999
647
$384K 0.02%
5,844
-11,022
648
$383K 0.02%
+3,321
649
$382K 0.02%
+1,429
650
$382K 0.02%
+9,559
24 25
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