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
76
$5.5M 0.37%
+60,972
77
$5.49M 0.36%
+117,693
78
$5.45M 0.36%
426,814
+329,579
79
$5.43M 0.36%
+29,555
80
$5.42M 0.36%
48,460
+46,877
81
$5.4M 0.36%
+78,508
82
$5.38M 0.36%
14,572
+9,762
83
$5.35M 0.36%
+10,158
84
$5.35M 0.36%
+158,150
85
$5.26M 0.35%
84,485
+81,464
86
$5.15M 0.34%
38,550
+24,249
87
$5.1M 0.34%
+13,816
88
$5.06M 0.34%
+133,346
89
$5.03M 0.33%
279,639
+646
90
$5.01M 0.33%
56,146
-5,240
91
$4.96M 0.33%
155,741
-1,459
92
$4.94M 0.33%
+59,932
93
$4.94M 0.33%
+34,079
94
$4.85M 0.32%
+68,015
95
$4.66M 0.31%
51,583
-18,147
96
$4.65M 0.31%
160,291
+10,775
97
$4.55M 0.3%
+136,275
98
$4.44M 0.29%
15,629
+3,479
99
$4.37M 0.29%
+12,144
100
$4.36M 0.29%
+124,110
2 3
4
5 6