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
301
$8.3M 0.12%
+281,799
302
$8.29M 0.12%
184,234
+163,184
303
$8.26M 0.12%
115,802
+83,302
304
$8.19M 0.11%
+238,979
305
$8.12M 0.11%
342,351
-181,074
306
$8.11M 0.11%
96,768
+68,569
307
$8.09M 0.11%
+131,831
308
$8.04M 0.11%
+176,945
309
$8.04M 0.11%
118,872
+79,686
310
$8M 0.11%
179,792
+109,318
311
$7.94M 0.11%
101,272
+70,234
312
$7.93M 0.11%
655,394
+595,403
313
$7.93M 0.11%
187,275
+160,731
314
$7.91M 0.11%
164,370
+157,660
315
$7.88M 0.11%
+743,593
316
$7.84M 0.11%
26,263
+24,503
317
$7.8M 0.11%
3,798
-16,286
318
$7.73M 0.11%
+462,319
319
$7.72M 0.11%
6,925
-318
320
$7.72M 0.11%
+21,061
321
$7.72M 0.11%
1,577,054
+1,380,180
322
$7.71M 0.11%
+179,087
323
$7.69M 0.11%
418,146
+279,100
324
$7.65M 0.11%
50,176
+34,086
325
$7.65M 0.11%
125,260
+90,023
11 12
13
14 15