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
1026
– –
-17,842
1027
– –
-13,985
1028
– –
-17,060
1029
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-4,878
1030
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-101,966
1031
– –
-22,333
1032
– –
-6,569
1033
– –
-30,209
1034
– –
-5,228
1035
– –
-3,540
1036
– –
-20,921
1037
– –
-44,675
1038
– –
-4,800
1039
– –
-4,644
1040
– –
-111,024
1041
– –
-105,001
1042
– –
-35,988
1043
– –
-6,748
1044
– –
-25,981
1045
– –
-36,660
1046
– –
-101,406
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