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
576
$3.75M 0.05%
25,356
+23,217
577
$3.75M 0.05%
33,886
-48,979
578
$3.74M 0.05%
47,741
-426
579
$3.74M 0.05%
69,542
+55,829
580
$3.73M 0.05%
+46,004
581
$3.73M 0.05%
108,311
+48,153
582
$3.68M 0.05%
52,735
+15,615
583
$3.65M 0.05%
98,177
+8,993
584
$3.62M 0.05%
33,644
+20,505
585
$3.59M 0.05%
61,270
-74,784
586
$3.57M 0.05%
25,404
+23,112
587
$3.57M 0.05%
+208,294
588
$3.56M 0.05%
34,778
+23,268
589
$3.56M 0.05%
440,459
-130,993
590
$3.56M 0.05%
+78,855
591
$3.54M 0.05%
186,534
+151,994
592
$3.54M 0.05%
48,654
+29,528
593
$3.54M 0.05%
+38,588
594
$3.54M 0.05%
10,717
-3,310
595
$3.54M 0.05%
160,452
+125,297
596
$3.51M 0.05%
107,902
+10,375
597
$3.49M 0.05%
+22,424
598
$3.45M 0.05%
+145,872
599
$3.44M 0.05%
86,948
+71,509
600
$3.44M 0.05%
+58,847
22 23
24
25 26