WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
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 23.86%
2 Consumer Discretionary 16.81%
3 Technology 15.74%
4 Industrials 11.33%
5 Healthcare 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-1,047
1002
– –
-108,216
1003
– –
-15,780
1004
– –
-122,098
1005
– –
-1,662,700
1006
– –
-1,292
1007
– –
-18,981
1008
– –
-13,612
1009
– –
-16,495
1010
– –
-3,894
1011
– –
-21,937
1012
– –
-28,477
1013
– –
-37,943
1014
– –
-1,903
1015
– –
-14,531
1016
– –
-16,092
1017
– –
-15,574
1018
– –
-184,711
1019
– –
-119,482
1020
– –
-55,852
1021
– –
-124,879
1022
– –
-19,905
1023
– –
-11,899
1024
– –
-21,968
1025
– –
-3,164
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