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
651
$2.98M 0.04%
50,090
+21,930
652
$2.98M 0.04%
168,661
-671,839
653
$2.98M 0.04%
+64,231
654
$2.97M 0.04%
41,930
+9,252
655
$2.96M 0.04%
66,247
-27,832
656
$2.96M 0.04%
13,070
-709
657
$2.95M 0.04%
220,427
+101,035
658
$2.95M 0.04%
144,105
+80,605
659
$2.94M 0.04%
276,495
+121,774
660
$2.94M 0.04%
92,231
+66,052
661
$2.94M 0.04%
19,565
-6,300
662
$2.94M 0.04%
142,799
+114,280
663
$2.93M 0.04%
76,307
+17,303
664
$2.93M 0.04%
38,038
+2,024
665
$2.93M 0.04%
50,736
+15,773
666
$2.92M 0.04%
69,851
+23,587
667
$2.91M 0.04%
44,096
+6,020
668
$2.91M 0.04%
78,047
+23,109
669
$2.9M 0.04%
+27,018
670
$2.9M 0.04%
80,079
+43,976
671
$2.9M 0.04%
164,569
+74,827
672
$2.86M 0.04%
+2,671
673
$2.86M 0.04%
319,568
-10,388
674
$2.85M 0.04%
+15,021
675
$2.85M 0.04%
60,718
+47,063
25 26
27
28 29