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
801
$47.4K ﹤0.01%
+118,873
802
$42.7K ﹤0.01%
+50,777
803
$38.9K ﹤0.01%
+31,341
804
$36.1K ﹤0.01%
+18,430
805
$26.2K ﹤0.01%
+12,914
806
$19.3K ﹤0.01%
14,055
-33,902
807
$13.4K ﹤0.01%
+11,036
808
– –
-71,463
809
– –
-16,492
810
– –
-5,741
811
– –
-6,160
812
– –
-104,176
813
– –
-119,640
814
– –
-17,782
815
– –
-143,078
816
– –
-11,536
817
– –
-21,966
818
– –
-12,988
819
– –
-88,191
820
– –
-11,906
821
– –
-73,603
822
– –
-35,550
823
– –
-15,151
824
– –
-8,314
825
– –
-5,505
31 32
33
34 35