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
401
$6.13M 0.09%
63,996
+598
402
$6.11M 0.09%
25,043
+22,231
403
$6.1M 0.09%
+148,810
404
$6.1M 0.09%
+159,291
405
$6.07M 0.09%
+170,133
406
$6.06M 0.09%
21,479
-14,026
407
$6M 0.08%
56,194
-51,257
408
$5.99M 0.08%
+221,498
409
$5.96M 0.08%
+87,948
410
$5.96M 0.08%
66,503
-56,458
411
$5.94M 0.08%
18,228
-70,362
412
$5.94M 0.08%
22,421
-13,001
413
$5.91M 0.08%
146,956
+66,917
414
$5.91M 0.08%
194,483
+154,012
415
$5.89M 0.08%
63,420
-354,345
416
$5.88M 0.08%
1,336,089
+1,293,448
417
$5.84M 0.08%
40,857
+28,164
418
$5.82M 0.08%
50,916
+41,212
419
$5.74M 0.08%
67,821
+43,112
420
$5.73M 0.08%
210,620
+135,626
421
$5.72M 0.08%
49,207
+40,398
422
$5.68M 0.08%
31,513
+20,626
423
$5.66M 0.08%
+667,721
424
$5.66M 0.08%
36,806
+20,613
425
$5.63M 0.08%
+76,588
15 16
17
18 19