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
126
$4.17M 0.21%
355,124
+99,217
127
$4.14M 0.21%
60,881
+44,150
128
$4.12M 0.21%
+27,525
129
$4.02M 0.21%
19,374
+17,371
130
$4.02M 0.21%
41,271
+26,879
131
$3.99M 0.2%
+7,100
132
$3.98M 0.2%
76,470
-758
133
$3.98M 0.2%
+17,777
134
$3.91M 0.2%
12,100
+10,172
135
$3.9M 0.2%
+36,895
136
$3.89M 0.2%
129,004
-211,374
137
$3.88M 0.2%
11,742
-11,866
138
$3.87M 0.2%
+158,106
139
$3.86M 0.2%
+89,312
140
$3.82M 0.2%
+13,148
141
$3.79M 0.19%
+47,854
142
$3.79M 0.19%
54,317
-47,044
143
$3.71M 0.19%
51,769
-51,932
144
$3.7M 0.19%
+11,561
145
$3.7M 0.19%
232,109
-33,101
146
$3.7M 0.19%
31,674
+21,242
147
$3.68M 0.19%
1,409
+610
148
$3.65M 0.19%
+85,299
149
$3.64M 0.19%
42,116
+28,835
150
$3.64M 0.19%
+68,375
4 5
6
7 8