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
151
$3.63M 0.19%
377,084
-103,170
152
$3.59M 0.18%
50,800
+39,304
153
$3.59M 0.18%
+79,113
154
$3.56M 0.18%
99,263
+51,929
155
$3.53M 0.18%
+56,428
156
$3.52M 0.18%
28,572
+19,842
157
$3.52M 0.18%
+40,000
158
$3.43M 0.18%
6,317
-309
159
$3.41M 0.17%
+6,466
160
$3.4M 0.17%
41,079
-59,264
161
$3.4M 0.17%
+102,900
162
$3.4M 0.17%
38,722
+12,349
163
$3.4M 0.17%
401,491
+258,775
164
$3.39M 0.17%
+57,538
165
$3.39M 0.17%
14,261
-14,991
166
$3.37M 0.17%
181,930
-39,057
167
$3.35M 0.17%
77,707
+53,635
168
$3.32M 0.17%
35,419
+28,278
169
$3.28M 0.17%
+13,791
170
$3.27M 0.17%
16,542
-16,942
171
$3.26M 0.17%
+109,900
172
$3.24M 0.17%
+14,508
173
$3.21M 0.16%
+20,439
174
$3.19M 0.16%
67,337
+52,933
175
$3.18M 0.16%
+184,016
5 6
7
8 9