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
626
$3.17M 0.04%
104,314
+32,182
627
$3.16M 0.04%
160,615
-57,813
628
$3.16M 0.04%
+393,675
629
$3.15M 0.04%
30,766
+858
630
$3.14M 0.04%
72,447
+63,531
631
$3.14M 0.04%
101,464
-127,111
632
$3.14M 0.04%
64,939
+58,361
633
$3.13M 0.04%
+62,137
634
$3.1M 0.04%
+143,689
635
$3.1M 0.04%
71,891
-103,895
636
$3.1M 0.04%
+62,664
637
$3.1M 0.04%
19,659
+13,667
638
$3.08M 0.04%
+89,060
639
$3.08M 0.04%
+102,775
640
$3.06M 0.04%
20,245
-8,039
641
$3.06M 0.04%
171,484
+87,966
642
$3.04M 0.04%
+131,544
643
$3.04M 0.04%
208,228
-22,495
644
$3.03M 0.04%
+55,232
645
$3.03M 0.04%
+24,726
646
$3.02M 0.04%
79,141
+54,540
647
$3.02M 0.04%
222,967
+65,940
648
$3M 0.04%
+357,700
649
$3M 0.04%
350,840
+319,919
650
$2.98M 0.04%
+152,838
24 25
26
27 28