WG
Winton Group Portfolio holdings
AUM
$2.9B
1-Year Est. Return
27.22%
This Fund
S&P 500
1 Year Est. Return
+27.22%
AUM
$2.67B
AUM Growth
+$714M
(+37%)
Holding
1,096
Top Buys
| 1 | +$104M | |
| 2 | +$19M | |
| 3 | +$18.3M | |
| 4 |
Boeing
BA
|
+$17.5M |
| 5 |
Incyte
INCY
|
+$16.9M |
Top Sells
| 1 | +$16.7M | |
| 2 | +$11.5M | |
| 3 | +$11.3M | |
| 4 |
Goldman Sachs
GS
|
+$10.4M |
| 5 |
Western Digital
WDC
|
+$10.4M |
Sector Composition
| 1 | Financials | 17.37% |
| 2 | Technology | 15.86% |
| 3 | Industrials | 13.11% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Healthcare | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Kenvue
KVUE
$36B
| $3.87M | 0.14% |
+238,433
|
|
||
202
Axon Enterprise
AXON
$41.3B
| $3.87M | 0.14% |
+5,391
|
|
||
203
Philip Morris
PM
$295B
| $3.82M | 0.14% |
23,544
+8,856
|
|
||
204
Intuit
INTU
$106B
| $3.78M | 0.14% |
+5,542
|
|
||
205
Danaher
DHR
$148B
| $3.73M | 0.14% |
18,790
+9,790
|
|
||
206
CAVA Group
CAVA
$9.94B
| $3.7M | 0.14% |
+61,307
|
|
||
207
CONMED
CNMD
$1.42B
| $3.7M | 0.14% |
78,627
+2,157
|
|
||
208
Capital One
COF
$129B
| $3.66M | 0.14% |
17,203
-7,542
|
|
||
209
Pediatrix Medical
MD
$1.71B
| $3.6M | 0.13% |
215,096
+136,820
|
|
||
210
Victoria's Secret
VSCO
$4.99B
| $3.56M | 0.13% |
131,299
-50,631
|
|
||
211
Select Medical
SEM
$1.84B
| $3.56M | 0.13% |
+276,948
|
|
||
212
United Parcel Service
UPS
$96.7B
| $3.55M | 0.13% |
42,440
+34,314
|
|
||
213
Keurig Dr Pepper
KDP
$41B
| $3.54M | 0.13% |
138,900
+36,000
|
|
||
214
Norfolk Southern
NSC
$70B
| $3.48M | 0.13% |
+11,600
|
|
||
215
STAAR Surgical
STAA
$994M
| $3.47M | 0.13% |
129,106
-9,302
|
|
||
216
TeraWulf
WULF
$7.5B
| $3.45M | 0.13% |
301,935
+183,754
|
|
||
|
FITB
217
Fifth Third Bancorp
FITB
$46.4B
| $3.43M | 0.13% |
77,054
-61,107
|
|
||
218
World Acceptance Corp
WRLD
$661M
| $3.42M | 0.13% |
20,241
+11,741
|
|
||
219
Ally Financial
ALLY
$12.8B
| $3.41M | 0.13% |
+87,009
|
|
||
220
KKR & Co
KKR
$86.1B
| $3.4M | 0.13% |
26,130
+18,342
|
|
||
221
Donnelley Financial Solutions
DFIN
$1.27B
| $3.39M | 0.13% |
+65,884
|
|
||
222
IQVIA
IQV
$27.5B
| $3.38M | 0.13% |
+17,810
|
|
||
223
Royalty Pharma
RPRX
$19.3B
| $3.36M | 0.13% |
+95,200
|
|
||
224
Payoneer
PAYO
$1.87B
| $3.35M | 0.13% |
+553,557
|
|
||
225
United Airlines
UAL
$36.5B
| $3.35M | 0.13% |
34,667
+17,552
|
|