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
451
$5.28M 0.07%
285,820
-164,926
452
$5.26M 0.07%
117,155
+95,211
453
$5.26M 0.07%
+125,201
454
$5.24M 0.07%
+157,798
455
$5.22M 0.07%
477,171
+310,951
456
$5.2M 0.07%
+53,178
457
$5.19M 0.07%
59,044
-682,061
458
$5.14M 0.07%
193,440
-45,842
459
$5.13M 0.07%
82,748
+39,710
460
$5.12M 0.07%
34,721
-108,783
461
$5.12M 0.07%
78,783
+60,480
462
$5.11M 0.07%
42,671
-187,821
463
$5.1M 0.07%
+272,710
464
$5.09M 0.07%
282,100
+23,442
465
$5.09M 0.07%
101,305
-13,831
466
$5.08M 0.07%
+569,718
467
$5.05M 0.07%
86,293
-266,465
468
$5.01M 0.07%
40,796
-31,558
469
$4.97M 0.07%
147,212
+54,395
470
$4.95M 0.07%
70,487
+25,469
471
$4.94M 0.07%
+168,586
472
$4.92M 0.07%
64,215
+14,147
473
$4.91M 0.07%
23,712
+4,848
474
$4.89M 0.07%
+76,697
475
$4.89M 0.07%
+432,542
17 18
19
20 21