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
1026
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-40,978
1027
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-17,614
1028
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-49,176
1029
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-13,497
1030
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1031
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-18,130
1032
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-28,357
1033
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-9,083
1034
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-295,375
1035
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-12,793
1036
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-25,877
1037
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-18,181
1038
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-4,257
1039
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-10,400
1040
– –
-5,479
1041
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-1,022
1042
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-29,936
1043
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-39,855
1044
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-5,776
1045
– –
-13,696
1046
– –
-20,167
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