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
501
$4.63M 0.06%
12,319
-59,977
502
$4.6M 0.06%
29,764
+11,957
503
$4.6M 0.06%
34,455
-176,080
504
$4.57M 0.06%
162,879
+117,555
505
$4.56M 0.06%
+146,269
506
$4.56M 0.06%
47,118
+43,214
507
$4.54M 0.06%
77,184
-107,741
508
$4.54M 0.06%
26,920
-30,268
509
$4.51M 0.06%
+85,565
510
$4.51M 0.06%
52,216
+48,265
511
$4.51M 0.06%
64,641
+21,931
512
$4.51M 0.06%
168,465
-19,437
513
$4.51M 0.06%
310,064
+117,687
514
$4.5M 0.06%
63,416
+34,154
515
$4.42M 0.06%
287,459
+144,772
516
$4.41M 0.06%
+120,292
517
$4.38M 0.06%
157,565
-668,048
518
$4.37M 0.06%
149,374
+41,154
519
$4.37M 0.06%
67,270
+37,325
520
$4.36M 0.06%
48,224
+18,060
521
$4.35M 0.06%
83,501
+59,264
522
$4.34M 0.06%
19,036
+7,365
523
$4.34M 0.06%
69,903
+26,095
524
$4.34M 0.06%
+55,222
525
$4.33M 0.06%
134,682
+72,233
19 20
21
22 23