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
351
$7.16M 0.1%
+141,120
352
$7.14M 0.1%
+166,037
353
$7.08M 0.1%
+62,144
354
$7.05M 0.1%
345,400
+25,032
355
$7.04M 0.1%
189,165
+14,909
356
$7.02M 0.1%
370,425
+204,389
357
$7.01M 0.1%
+180,455
358
$6.95M 0.1%
283,833
+185,750
359
$6.91M 0.1%
202,981
+120,837
360
$6.91M 0.1%
+185,619
361
$6.91M 0.1%
270,250
+59,000
362
$6.87M 0.1%
62,729
-26,706
363
$6.87M 0.1%
189,854
+147,380
364
$6.87M 0.1%
77,885
-226,316
365
$6.81M 0.1%
93,093
+83,661
366
$6.8M 0.1%
122,921
-172,158
367
$6.8M 0.1%
+152,302
368
$6.8M 0.1%
88,683
-26,332
369
$6.78M 0.1%
179,816
+10,986
370
$6.71M 0.09%
75,930
+56,942
371
$6.71M 0.09%
467,301
+77,008
372
$6.66M 0.09%
+202,055
373
$6.62M 0.09%
+558,451
374
$6.62M 0.09%
15,070
-5,304
375
$6.61M 0.09%
+73,009
13 14
15
16 17