WG

Winton Group Portfolio holdings

AUM $1.96B
1-Year Est. Return 30.2%
This Quarter Est. Return
1 Year Est. Return
+30.2%
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
+$20.5M
2
+$17.7M
3
+$16.5M
4
PANW icon
Palo Alto Networks
PANW
+$16.4M
5
NKE icon
Nike
NKE
+$15.2M

Top Sells

1
+$21.3M
2
+$18.5M
3
+$15.6M
4
CMG icon
Chipotle Mexican Grill
CMG
+$14.6M
5
WSM icon
Williams-Sonoma
WSM
+$11M

Sector Composition

1 Financials 20.83%
2 Consumer Discretionary 18.71%
3 Technology 14.98%
4 Industrials 12.43%
5 Healthcare 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.3M 0.42%
+75,824
52
$6.2M 0.41%
+28,079
53
$6.16M 0.41%
+101,439
54
$6.15M 0.41%
+265,071
55
$6.12M 0.41%
42,544
+33,140
56
$6.01M 0.4%
643,832
+97,792
57
$5.98M 0.4%
60,256
+53,513
58
$5.97M 0.4%
21,011
+19,011
59
$5.97M 0.4%
+53,542
60
$5.89M 0.39%
+556,111
61
$5.87M 0.39%
98,239
+95,299
62
$5.85M 0.39%
+194,840
63
$5.84M 0.39%
+16,119
64
$5.84M 0.39%
95,522
+87,762
65
$5.84M 0.39%
+44,458
66
$5.82M 0.39%
26,491
+107
67
$5.81M 0.39%
+158,161
68
$5.8M 0.39%
+64,430
69
$5.79M 0.38%
+23,434
70
$5.74M 0.38%
+100,773
71
$5.71M 0.38%
+92,095
72
$5.7M 0.38%
+296,805
73
$5.69M 0.38%
+78,398
74
$5.64M 0.37%
+63,077
75
$5.58M 0.37%
115,925
-11,696
1 2
3
4 5