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
1001
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-63,507
1002
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-28,235
1003
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-76,635
1004
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-5,772
1005
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1006
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-8,559
1007
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-24,181
1008
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-820
1009
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-49,808
1010
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-65,874
1011
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-40,973
1012
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-11,881
1013
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-47,557
1014
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-3,599
1015
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-6,142
1016
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-79,316
1017
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-28,572
1018
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-5,478
1019
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-8,468
1020
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-385,673
1021
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-60,434
1022
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-25,715
1023
– –
-8,606
1024
– –
-3,907
1025
– –
-123,522
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