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
426
$5.59M 0.08%
+43,732
427
$5.59M 0.08%
+169,472
428
$5.58M 0.08%
+197,840
429
$5.56M 0.08%
+142,561
430
$5.54M 0.08%
+264,410
431
$5.54M 0.08%
128,621
+42,148
432
$5.47M 0.08%
49,308
-126,668
433
$5.47M 0.08%
16,884
+13,561
434
$5.45M 0.08%
245,269
+233,893
435
$5.44M 0.08%
+75,794
436
$5.43M 0.08%
69,410
+46,157
437
$5.42M 0.08%
+27,486
438
$5.41M 0.08%
174,145
+160,590
439
$5.4M 0.08%
38,812
-274,247
440
$5.4M 0.08%
+244,562
441
$5.38M 0.08%
45,786
+36,054
442
$5.36M 0.08%
+35,813
443
$5.36M 0.08%
60,863
-431,149
444
$5.34M 0.08%
+84,614
445
$5.33M 0.07%
263,158
-54,389
446
$5.32M 0.07%
42,692
+28,409
447
$5.31M 0.07%
152,574
+125,788
448
$5.31M 0.07%
+83,709
449
$5.3M 0.07%
336,740
+178,744
450
$5.29M 0.07%
+50,601
16 17
18
19 20