WG
Winton Group Portfolio holdings
AUM
$2.85B
1-Year Est. Return
30.73%
This Fund
S&P 500
1 Year Est. Return
+30.73%
AUM
$2.85B
AUM Growth
-$46.4M
(-1.6%)
Holding
1,422
Top Buys
| 1 | +$41.3M | |
| 2 | +$39M | |
| 3 | +$24M | |
| 4 |
AES
AES
|
+$22.8M |
| 5 |
SF
Stifel
SF
|
+$19.6M |
Top Sells
| 1 | +$50M | |
| 2 | +$40.8M | |
| 3 | +$32M | |
| 4 |
Devon Energy
DVN
|
+$25.4M |
| 5 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$20.2M |
Sector Composition
| 1 | Financials | 19.29% |
| 2 | Technology | 16.11% |
| 3 | Industrials | 13.55% |
| 4 | Healthcare | 11.03% |
| 5 | Consumer Discretionary | 10.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Invesco
IVZ
$12.3B
| $5.42M | 0.19% |
222,960
+194,960
|
|
||
152
Johnson & Johnson
JNJ
$554B
| $5.4M | 0.19% |
+22,102
|
|
||
153
ScottsMiracle-Gro
SMG
$3.43B
| $5.33M | 0.19% |
+87,620
|
|
||
154
Etsy
ETSY
$6.1B
| $5.2M | 0.18% |
103,990
+87,099
|
|
||
155
Danaher
DHR
$122B
| $5.2M | 0.18% |
27,400
-35,500
|
|
||
156
Goosehead Insurance
GSHD
$947M
| $5.17M | 0.18% |
121,183
+106,080
|
|
||
157
Boston Scientific
BSX
$85.7B
| $5.16M | 0.18% |
82,256
-69,197
|
|
||
158
Constellation Brands
STZ
$25.4B
| $5.08M | 0.18% |
+33,857
|
|
||
159
Post Holdings
POST
$4.35B
| $5.07M | 0.18% |
51,307
+7,235
|
|
||
160
Lennar Class A
LEN
$22B
| $5.06M | 0.18% |
58,266
+21,891
|
|
||
161
Doximity
DOCS
$3.57B
| $4.99M | 0.18% |
214,373
+201,433
|
|
||
162
Boeing
BA
$173B
| $4.94M | 0.17% |
24,813
-52,976
|
|
||
163
Asbury Automotive
ABG
$3.54B
| $4.93M | 0.17% |
+25,224
|
|
||
164
Five Below
FIVE
$12.2B
| $4.92M | 0.17% |
21,512
-67,722
|
|
||
165
Bristol-Myers Squibb
BMY
$119B
| $4.81M | 0.17% |
79,264
+60,481
|
|
||
166
Mondelez International
MDLZ
$78.6B
| $4.78M | 0.17% |
+82,890
|
|
||
167
EchoStar
SATS
$35.7B
| $4.77M | 0.17% |
40,787
-5,273
|
|
||
168
Amazon
AMZN
$2.85T
| $4.75M | 0.17% |
22,803
-46,401
|
|
||
169
Arthur J. Gallagher & Co
AJG
$52.4B
| $4.7M | 0.17% |
+21,720
|
|
||
170
Ulta Beauty
ULTA
$22.5B
| $4.69M | 0.16% |
8,973
+871
|
|
||
171
Omnicom Group
OMC
$21.2B
| $4.62M | 0.16% |
+61,382
|
|
||
172
Lam Research
LRCX
$404B
| $4.62M | 0.16% |
+21,628
|
|
||
|
CVSA
173
Covista Inc
CVSA
$4.23B
| $4.59M | 0.16% |
39,794
-20,771
|
|
||
174
Cloudflare
NET
$76.9B
| $4.51M | 0.16% |
+21,869
|
|
||
175
Stryker
SYK
$120B
| $4.47M | 0.16% |
+13,615
|
|