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
601
$3.42M 0.05%
244,502
+177,705
602
$3.4M 0.05%
243,292
+209,462
603
$3.39M 0.05%
+82,654
604
$3.39M 0.05%
28,004
+19,159
605
$3.37M 0.05%
83,722
+68,517
606
$3.35M 0.05%
51,524
+24,170
607
$3.35M 0.05%
+253,477
608
$3.34M 0.05%
50,473
+46,473
609
$3.3M 0.05%
+435,142
610
$3.28M 0.05%
174,138
+127,790
611
$3.28M 0.05%
268,055
+178,005
612
$3.27M 0.05%
7,405
+3,617
613
$3.27M 0.05%
326,933
+222,881
614
$3.25M 0.05%
+62,419
615
$3.24M 0.05%
+33,835
616
$3.22M 0.05%
95,430
+75,038
617
$3.22M 0.05%
11,809
+3,692
618
$3.22M 0.05%
161,360
+132,428
619
$3.2M 0.04%
+75,931
620
$3.2M 0.04%
+52,515
621
$3.19M 0.04%
6,000
+1,746
622
$3.19M 0.04%
+65,308
623
$3.19M 0.04%
111,105
+71,322
624
$3.19M 0.04%
+38,146
625
$3.17M 0.04%
101,216
+14,744
23 24
25
26 27