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
126
$3.08M 0.2%
113,459
+11,405
127
$3.05M 0.2%
+22,154
128
$3M 0.2%
13,697
+7,478
129
$2.97M 0.2%
+93,725
130
$2.95M 0.2%
112,914
+422
131
$2.82M 0.19%
119,252
+73,894
132
$2.8M 0.19%
50,916
-65,553
133
$2.8M 0.19%
18,701
+2,756
134
$2.77M 0.18%
6,884
-624
135
$2.77M 0.18%
+3,108
136
$2.75M 0.18%
16,514
+4,993
137
$2.65M 0.18%
+56,164
138
$2.63M 0.17%
+151,516
139
$2.62M 0.17%
+14,816
140
$2.6M 0.17%
+39,991
141
$2.54M 0.17%
42,143
+15,614
142
$2.53M 0.17%
+86,631
143
$2.43M 0.16%
+23,127
144
$2.41M 0.16%
4,116
-1,182
145
$2.41M 0.16%
12,728
-7,612
146
$2.35M 0.16%
+7,040
147
$2.35M 0.16%
13,376
-15,297
148
$2.28M 0.15%
+21,134
149
$2.27M 0.15%
21,100
150
$2.24M 0.15%
+28,478
4 5
6
7 8