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
476
$4.89M 0.07%
+195,049
477
$4.88M 0.07%
129,604
+114,850
478
$4.88M 0.07%
42,523
-27,008
479
$4.87M 0.07%
61,622
-20,847
480
$4.86M 0.07%
153,397
+125,991
481
$4.86M 0.07%
30,633
-10,939
482
$4.84M 0.07%
305,074
-3,285,215
483
$4.83M 0.07%
332,983
+61,799
484
$4.83M 0.07%
+73,743
485
$4.82M 0.07%
215,735
+114,839
486
$4.8M 0.07%
112,034
+79,202
487
$4.75M 0.07%
91,621
+54,015
488
$4.75M 0.07%
+262,043
489
$4.75M 0.07%
28,028
-108,666
490
$4.74M 0.07%
103,059
+84,117
491
$4.73M 0.07%
112,900
+16,089
492
$4.71M 0.07%
118,509
-622,070
493
$4.71M 0.07%
193,006
-132,566
494
$4.68M 0.07%
123,618
+57,996
495
$4.68M 0.07%
23,182
+12,410
496
$4.66M 0.07%
+87,521
497
$4.65M 0.07%
290,862
+9,185
498
$4.65M 0.07%
+157,287
499
$4.64M 0.07%
884,693
+698,116
500
$4.63M 0.07%
24,641
+12,036
18 19
20
21 22