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
176
$1.42M 0.09%
40,469
+1,983
177
$1.41M 0.09%
+12,014
178
$1.41M 0.09%
36,384
+577
179
$1.4M 0.09%
168,800
-146,030
180
$1.4M 0.09%
34,467
+3,292
181
$1.38M 0.09%
74,967
-1,305
182
$1.36M 0.09%
+64,748
183
$1.35M 0.09%
28,006
+1,825
184
$1.35M 0.09%
6,580
-37,429
185
$1.34M 0.09%
+10,315
186
$1.34M 0.09%
39,442
+2,367
187
$1.34M 0.09%
24,364
-2,499
188
$1.33M 0.09%
12,643
+347
189
$1.33M 0.09%
91,278
-5,615
190
$1.33M 0.09%
+3,477
191
$1.33M 0.09%
+362,905
192
$1.33M 0.09%
26,825
-46,817
193
$1.32M 0.09%
39,536
-229,317
194
$1.31M 0.09%
11,995
-63,090
195
$1.31M 0.09%
7,573
-86
196
$1.31M 0.09%
11,922
197
$1.31M 0.09%
15,304
-531
198
$1.3M 0.09%
75,515
+29,124
199
$1.3M 0.09%
45,609
-5,202
200
$1.28M 0.09%
49,789
+19,372
6 7
8
9 10