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
26
$23.9M 0.34%
1,071,397
+752,433
27
$23.7M 0.33%
131,318
-229,129
28
$23.5M 0.33%
+227,526
29
$23.5M 0.33%
223,503
+97,714
30
$23.5M 0.33%
141,009
+100,109
31
$23.3M 0.33%
200,235
+117,675
32
$23.2M 0.33%
119,457
-128,163
33
$23.2M 0.33%
83,749
+50,207
34
$23.2M 0.33%
520,139
+179,631
35
$23M 0.32%
825,913
+582,012
36
$22.4M 0.32%
164,199
+27,763
37
$22.3M 0.31%
324,207
-501,070
38
$22.2M 0.31%
375,879
-365,905
39
$22M 0.31%
453,201
+263,656
40
$21.2M 0.3%
235,668
+202,426
41
$21M 0.29%
175,406
-186,359
42
$21M 0.29%
448,034
-182,827
43
$20.7M 0.29%
927,262
+276,512
44
$20.3M 0.28%
268,644
+158,322
45
$20.2M 0.28%
191,617
+101,123
46
$20.2M 0.28%
2,929,042
-5,503,576
47
$19.8M 0.28%
139,174
+134,926
48
$19.7M 0.28%
185,637
-253,722
49
$19.6M 0.27%
545,023
+430,745
50
$19.3M 0.27%
197,678
+152,148
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