WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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 14.6%
4 Industrials 12.43%
5 Healthcare 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.23M 0.15%
+45,299
152
$2.07M 0.14%
+27,202
153
$2.03M 0.13%
130,041
-198,546
154
$2M 0.13%
139,419
-223,472
155
$1.98M 0.13%
+49,343
156
$1.94M 0.13%
98,718
+54,561
157
$1.91M 0.13%
76,476
+193
158
$1.89M 0.13%
+13,972
159
$1.74M 0.12%
29,149
-27,884
160
$1.74M 0.12%
+99,837
161
$1.7M 0.11%
+14,034
162
$1.67M 0.11%
1,918
-1,327
163
$1.64M 0.11%
+16,568
164
$1.62M 0.11%
50,700
165
$1.57M 0.1%
42,073
+4,704
166
$1.56M 0.1%
12,717
+10,894
167
$1.55M 0.1%
+23,936
168
$1.53M 0.1%
+8,301
169
$1.52M 0.1%
11,319
-116,514
170
$1.52M 0.1%
+17,879
171
$1.51M 0.1%
54,976
-60,184
172
$1.51M 0.1%
+45,133
173
$1.5M 0.1%
26,438
-4,375
174
$1.48M 0.1%
15,687
-55,113
175
$1.43M 0.09%
69,141
-4,956
5 6
7
8 9