WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.67B
AUM Growth
+$714M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1 +$104M
2 +$19M
3 +$18.3M
4
BA icon
Boeing
BA
+$17.5M
5
INCY icon
Incyte
INCY
+$16.9M

Top Sells

1 +$16.7M
2 +$11.5M
3 +$11.3M
4
GS icon
Goldman Sachs
GS
+$10.4M
5
WDC icon
Western Digital
WDC
+$10.4M

Sector Composition

1 Financials 17.37%
2 Technology 15.86%
3 Industrials 13.11%
4 Consumer Discretionary 12.91%
5 Healthcare 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UEC icon
676
Uranium Energy
UEC
$7.56B
$188K 0.01%
+14,100
ESPR icon
677
Esperion Therapeutics
ESPR
$796M
$188K 0.01%
+70,896
AES icon
678
AES
AES
$11.7B
$180K 0.01%
+13,685
EBS icon
679
Emergent Biosolutions
EBS
$578M
$180K 0.01%
+20,416
HOUS
680
DELISTED
Anywhere Real Estate
HOUS
$180K 0.01%
+16,963
SIEB icon
681
Siebert Financial
SIEB
$82.5M
$172K 0.01%
+59,051
ARCO icon
682
Arcos Dorados Holdings
ARCO
$1.85B
$168K 0.01%
24,900
-25,177
MEI icon
683
Methode Electronics
MEI
$322M
$151K 0.01%
+19,986
AMCX icon
684
AMC Networks
AMCX
$321M
$150K 0.01%
+18,186
FULC icon
685
Fulcrum Therapeutics
FULC
$592M
$149K 0.01%
+16,212
BB icon
686
BlackBerry
BB
$2.02B
$122K ﹤0.01%
25,000
GERN icon
687
Geron
GERN
$1.1B
$120K ﹤0.01%
+87,300
ZVRA icon
688
Zevra Therapeutics
ZVRA
$503M
$116K ﹤0.01%
+12,161
HFFG icon
689
HF Foods Group
HFFG
$99.2M
$111K ﹤0.01%
40,268
+3,892
IVR icon
690
Invesco Mortgage Capital
IVR
$602M
$110K ﹤0.01%
+14,600
HPK icon
691
HighPeak Energy
HPK
$625M
$102K ﹤0.01%
+14,367
STGW icon
692
Stagwell
STGW
$1.14B
$97.2K ﹤0.01%
+17,273
EOLS icon
693
Evolus
EOLS
$292M
$79.8K ﹤0.01%
+13,000
LAR
694
Lithium Argentina AG
LAR
$1.36B
$75.3K ﹤0.01%
22,540
-163,407
AMPY icon
695
Amplify Energy
AMPY
$222M
$60.5K ﹤0.01%
+11,517
ZYBT
696
Zhengye Biotechnology
ZYBT
$42.1M
$56.5K ﹤0.01%
+21,547
BTBT icon
697
Bit Digital
BTBT
$586M
$35.1K ﹤0.01%
+11,700
ASTH icon
698
Astrana Health
ASTH
$1B
-9,377
ALAB icon
699
Astera Labs
ALAB
$21.8B
-27,766
VIK icon
700
Viking Holdings
VIK
$35.1B
-68,375