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
276
$8.87M 0.12%
+176,135
277
$8.86M 0.12%
127,769
-2,654
278
$8.86M 0.12%
43,167
-67,273
279
$8.83M 0.12%
135,774
-322,883
280
$8.81M 0.12%
80,282
-18,285
281
$8.74M 0.12%
+92,379
282
$8.73M 0.12%
23,305
-48,178
283
$8.67M 0.12%
31,082
-7,470
284
$8.67M 0.12%
151,878
+125,084
285
$8.62M 0.12%
191,031
+163,129
286
$8.6M 0.12%
139,346
-72
287
$8.58M 0.12%
132,317
+125,595
288
$8.58M 0.12%
+134,711
289
$8.54M 0.12%
100,420
+96,271
290
$8.52M 0.12%
137,980
+134,298
291
$8.52M 0.12%
46,245
+14,069
292
$8.49M 0.12%
214,899
+156,369
293
$8.45M 0.12%
133,078
-1,172,283
294
$8.43M 0.12%
244,460
+162,224
295
$8.41M 0.12%
56,307
+24,655
296
$8.4M 0.12%
146,677
+117,739
297
$8.39M 0.12%
274,550
+191,856
298
$8.34M 0.12%
309,185
+16,695
299
$8.34M 0.12%
103,920
+75,156
300
$8.31M 0.12%
93,060
+35,377
10 11
12
13 14