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
201
$1.27M 0.08%
53,861
-6,056
202
$1.27M 0.08%
23,505
+11,908
203
$1.26M 0.08%
5,064
-647
204
$1.26M 0.08%
24,863
+1
205
$1.26M 0.08%
+10,771
206
$1.26M 0.08%
16,596
+4,230
207
$1.26M 0.08%
18,504
-882
208
$1.25M 0.08%
15,349
+1,652
209
$1.25M 0.08%
48,188
-5,387
210
$1.25M 0.08%
24,631
-27,669
211
$1.25M 0.08%
16,225
+1
212
$1.25M 0.08%
42,926
+3
213
$1.24M 0.08%
7,640
+5,474
214
$1.24M 0.08%
35,569
+8,348
215
$1.24M 0.08%
59,273
+4
216
$1.24M 0.08%
15,802
+1
217
$1.23M 0.08%
53,705
-2,042
218
$1.23M 0.08%
+146,006
219
$1.23M 0.08%
16,268
+1
220
$1.23M 0.08%
23,284
+2
221
$1.22M 0.08%
25,296
+2
222
$1.22M 0.08%
104,924
+9,204
223
$1.22M 0.08%
+79,888
224
$1.22M 0.08%
40,436
-4,645
225
$1.21M 0.08%
18,255
-165
7 8
9
10 11