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
526
$4.33M 0.06%
384,760
+369,132
527
$4.3M 0.06%
+26,913
528
$4.29M 0.06%
114,120
+13,070
529
$4.27M 0.06%
+84,172
530
$4.26M 0.06%
14,174
+3,386
531
$4.24M 0.06%
+438,326
532
$4.24M 0.06%
+377,137
533
$4.23M 0.06%
179,714
+59,502
534
$4.2M 0.06%
+30,148
535
$4.18M 0.06%
+65,179
536
$4.17M 0.06%
88,737
+73,489
537
$4.17M 0.06%
45,660
+7,948
538
$4.16M 0.06%
+30,347
539
$4.14M 0.06%
+159,561
540
$4.12M 0.06%
25,059
+17,263
541
$4.11M 0.06%
123,366
+20,850
542
$4.09M 0.06%
58,064
-25,446
543
$4.08M 0.06%
111,889
+88,997
544
$4.07M 0.06%
+51,913
545
$4.07M 0.06%
+620,603
546
$4.07M 0.06%
133,481
+83,779
547
$4.05M 0.06%
148,142
+138,493
548
$4.05M 0.06%
+55,556
549
$4.04M 0.06%
73,484
-34,881
550
$4.04M 0.06%
708,318
+591,694
20 21
22
23 24