WG

Winton Group Portfolio holdings

AUM $1.96B
1-Year Est. Return 30.2%
This Quarter Est. Return
1 Year Est. Return
+30.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.13B
AUM Growth
-$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,901
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$19.8M
3
+$19.2M
4
EVRG icon
Evergy
EVRG
+$19M
5
OLED icon
Universal Display
OLED
+$18.7M

Top Sells

1
+$74.8M
2
+$74.4M
3
+$66.6M
4
CHTR icon
Charter Communications
CHTR
+$65.9M
5
SBUX icon
Starbucks
SBUX
+$60M

Sector Composition

1 Real Estate 16.76%
2 Financials 14.3%
3 Industrials 12.24%
4 Consumer Discretionary 11.51%
5 Technology 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.4M 0.15%
252,261
+242,151
227
$10.4M 0.15%
258,990
+215,462
228
$10.3M 0.15%
192,114
-824,908
229
$10.3M 0.14%
121,638
-495,882
230
$10.3M 0.14%
+163,296
231
$10.3M 0.14%
451,560
+26,132
232
$10.2M 0.14%
274,307
+208,051
233
$10.2M 0.14%
+181,248
234
$10.2M 0.14%
+85,023
235
$10.1M 0.14%
75,118
-354,477
236
$9.96M 0.14%
303,343
+84,262
237
$9.94M 0.14%
270,646
+226,834
238
$9.93M 0.14%
169,827
+33,573
239
$9.87M 0.14%
12,443
-6,633
240
$9.86M 0.14%
340,221
+306,992
241
$9.84M 0.14%
88,881
+43,492
242
$9.81M 0.14%
379,039
+328,346
243
$9.79M 0.14%
+335,498
244
$9.77M 0.14%
+471,964
245
$9.77M 0.14%
552,705
+59,921
246
$9.76M 0.14%
+38,536
247
$9.6M 0.13%
177,819
-580,314
248
$9.6M 0.13%
125,016
+112,408
249
$9.58M 0.13%
111,106
+100,687
250
$9.53M 0.13%
+404,033
8 9
10
11 12