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
251
$9.52M 0.13%
281,370
+229,000
252
$9.49M 0.13%
246,138
-52,536
253
$9.46M 0.13%
+140,060
254
$9.45M 0.13%
641,753
+504,169
255
$9.45M 0.13%
78,152
-233,128
256
$9.39M 0.13%
152,914
-37,712
257
$9.35M 0.13%
+121,498
258
$9.32M 0.13%
+123,321
259
$9.27M 0.13%
154,224
+147,848
260
$9.2M 0.13%
341,700
+118,956
261
$9.15M 0.13%
63,765
-369,488
262
$9.12M 0.13%
265,304
+240,151
263
$9.12M 0.13%
152,234
-28,046
264
$9.12M 0.13%
+475,310
265
$9.12M 0.13%
258,790
-1,533,862
266
$9.11M 0.13%
+175,399
267
$9.09M 0.13%
61,844
+11,842
268
$9.07M 0.13%
230,589
+223,200
269
$9.07M 0.13%
552,640
+529,686
270
$9.03M 0.13%
123,960
+38,413
271
$9.03M 0.13%
166,385
+43,736
272
$9.02M 0.13%
34,530
+4,452
273
$9.02M 0.13%
+525,324
274
$9.01M 0.13%
+142,425
275
$8.97M 0.13%
+108,256
9 10
11
12 13