WG

Winton Group Portfolio holdings

AUM $2.85B
1-Year Est. Return 30.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.73%
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 23.87%
2 Consumer Discretionary 16.79%
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
926
– –
-52,370
927
– –
-40,956
928
– –
-31,505
929
– –
-37,611
930
– –
-950
931
– –
-16,971
932
– –
-1,903
933
– –
-14,531
934
– –
-15,574
935
– –
-184,711
936
– –
-119,482
937
– –
-55,852
938
– –
-124,879
939
– –
-19,905
940
– –
-7,411
941
– –
-7,110
942
– –
-6,160
943
– –
-104,176
944
– –
-119,640
945
– –
-28,897
946
– –
-20,922
947
– –
-2,345
948
– –
-17,782
949
– –
-143,078
950
– –
-11,536
36 37
38
39 40