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
651
$379K 0.02%
+70,196
652
$379K 0.02%
+9,241
653
$379K 0.02%
+143,957
654
$377K 0.02%
+15,672
655
$373K 0.02%
3,266
-5,794
656
$373K 0.02%
+2,382
657
$372K 0.02%
+6,743
658
$369K 0.02%
+2,873
659
$364K 0.02%
+7,259
660
$363K 0.02%
+6,427
661
$363K 0.02%
+73,771
662
$363K 0.02%
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663
$360K 0.02%
+8,056
664
$356K 0.02%
+18,547
665
$354K 0.02%
+24,047
666
$353K 0.02%
46,783
-241,766
667
$349K 0.02%
8,496
-11,548
668
$345K 0.02%
12,421
-241,612
669
$343K 0.02%
+4,872
670
$342K 0.02%
+5,061
671
$342K 0.02%
4,876
-32,082
672
$339K 0.02%
37,302
-153,960
673
$339K 0.02%
+664
674
$338K 0.02%
215,221
+4,369
675
$335K 0.02%
127,354
-98,719
25 26
27
28 29