WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
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 23.88%
2 Consumer Discretionary 16.81%
3 Technology 15.73%
4 Industrials 11.33%
5 Healthcare 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.64M 0.13%
+80,919
202
$2.61M 0.13%
128,293
-5,497
203
$2.61M 0.13%
25,395
-7,112
204
$2.61M 0.13%
5,116
+2,623
205
$2.57M 0.13%
+11,479
206
$2.54M 0.13%
+9,277
207
$2.52M 0.13%
+50,041
208
$2.51M 0.13%
+199,965
209
$2.51M 0.13%
+27,766
210
$2.51M 0.13%
14,029
+4,974
211
$2.5M 0.13%
146,588
+12,501
212
$2.5M 0.13%
8,000
+876
213
$2.46M 0.13%
54,317
+26,514
214
$2.45M 0.13%
+102,668
215
$2.44M 0.12%
23,000
-12,906
216
$2.43M 0.12%
+1,331
217
$2.43M 0.12%
7,084
+4,602
218
$2.42M 0.12%
55,910
-29,360
219
$2.42M 0.12%
+65,098
220
$2.38M 0.12%
+57,015
221
$2.38M 0.12%
41,692
-74,568
222
$2.36M 0.12%
+26,522
223
$2.35M 0.12%
+54,590
224
$2.35M 0.12%
+6,700
225
$2.34M 0.12%
208,064
+106,072
7 8
9
10 11