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
101
$4.33M 0.29%
4,721
+4,485
102
$4.31M 0.29%
15,313
+1,728
103
$4.27M 0.28%
72,178
+2,750
104
$4.21M 0.28%
9,987
+8,788
105
$4.18M 0.28%
+361,336
106
$4.16M 0.28%
+101,072
107
$4.03M 0.27%
84,311
-25,390
108
$3.84M 0.26%
48,301
+40,016
109
$3.81M 0.25%
+244,224
110
$3.8M 0.25%
+30,171
111
$3.71M 0.25%
32,957
-17,733
112
$3.63M 0.24%
32,628
+21,216
113
$3.62M 0.24%
+32,548
114
$3.61M 0.24%
21,653
-7,864
115
$3.59M 0.24%
+110,745
116
$3.39M 0.23%
22,661
-21,364
117
$3.38M 0.22%
9,619
-164
118
$3.37M 0.22%
76,588
-59,441
119
$3.29M 0.22%
+25,398
120
$3.28M 0.22%
4,248
+3,892
121
$3.26M 0.22%
+41,911
122
$3.23M 0.21%
+43,627
123
$3.16M 0.21%
+5,988
124
$3.14M 0.21%
43,526
-27,382
125
$3.09M 0.21%
+39,253
3 4
5
6 7