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
326
$7.63M 0.11%
+299,294
327
$7.59M 0.11%
64,845
+60,204
328
$7.56M 0.11%
263,186
+218,442
329
$7.52M 0.11%
268,656
+253,773
330
$7.5M 0.11%
+35,152
331
$7.49M 0.11%
301,463
+39,601
332
$7.48M 0.1%
91,765
+33,426
333
$7.46M 0.1%
+264,900
334
$7.43M 0.1%
+67,010
335
$7.4M 0.1%
80,261
+41,105
336
$7.39M 0.1%
155,401
+136,746
337
$7.39M 0.1%
92,667
+67,635
338
$7.36M 0.1%
121,864
+94,340
339
$7.34M 0.1%
+11,482
340
$7.32M 0.1%
161,634
+117,039
341
$7.32M 0.1%
450,436
+157,752
342
$7.26M 0.1%
146,094
+103,870
343
$7.25M 0.1%
24,006
+21,746
344
$7.25M 0.1%
96,990
+93,022
345
$7.23M 0.1%
+620,352
346
$7.22M 0.1%
131,116
+94,860
347
$7.21M 0.1%
910,342
+245,589
348
$7.2M 0.1%
61,399
+59,163
349
$7.17M 0.1%
+411,595
350
$7.16M 0.1%
99,801
+50,618
12 13
14
15 16