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
826
– –
-10,657
827
– –
-22,687
828
– –
-45,033
829
– –
-28,064
830
– –
-80,915
831
– –
-148,247
832
– –
-22,124
833
– –
-7,274
834
– –
-17,512
835
– –
-66,055
836
– –
-2,698
837
– –
-7,715
838
– –
-2,317
839
– –
-28,838
840
– –
-152,278
841
– –
-87,037
842
– –
-6,080
843
– –
-84,893
844
– –
-19,173
845
– –
-12,078
846
– –
-12,597
847
– –
-90,330
848
– –
-45,066
849
– –
-45,482
850
– –
-7,063
32 33
34
35 36