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
376
$6.58M 0.09%
144,965
+120,597
377
$6.57M 0.09%
37,109
-6,779
378
$6.57M 0.09%
171,706
+146,033
379
$6.57M 0.09%
+50,286
380
$6.54M 0.09%
90,588
+18,083
381
$6.53M 0.09%
81,704
-516,316
382
$6.52M 0.09%
154,589
+35,471
383
$6.49M 0.09%
+298,008
384
$6.48M 0.09%
123,153
+49,563
385
$6.47M 0.09%
+77,619
386
$6.47M 0.09%
+99,237
387
$6.46M 0.09%
173,722
+167,829
388
$6.45M 0.09%
50,698
-4,294
389
$6.44M 0.09%
+314,086
390
$6.42M 0.09%
27,310
+25,868
391
$6.42M 0.09%
110,434
-27,875
392
$6.41M 0.09%
131,499
+103,697
393
$6.39M 0.09%
92,824
+36,234
394
$6.33M 0.09%
+421,023
395
$6.31M 0.09%
86,057
-6,719
396
$6.31M 0.09%
1,943,774
+369,994
397
$6.29M 0.09%
105,157
+76,312
398
$6.22M 0.09%
113,732
+102,833
399
$6.21M 0.09%
173,214
-166,057
400
$6.13M 0.09%
+583,213
14 15
16
17 18