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
676
$2.85M 0.04%
+38,761
677
$2.84M 0.04%
+49,987
678
$2.84M 0.04%
839,513
+232,683
679
$2.82M 0.04%
460,318
+210,571
680
$2.81M 0.04%
40,228
+27,383
681
$2.81M 0.04%
60,803
-18,623
682
$2.81M 0.04%
204,330
+128,555
683
$2.79M 0.04%
195,248
+74,693
684
$2.79M 0.04%
+58,173
685
$2.77M 0.04%
124,386
+53,822
686
$2.77M 0.04%
+341,815
687
$2.76M 0.04%
+34,828
688
$2.76M 0.04%
+80,214
689
$2.75M 0.04%
+73,548
690
$2.75M 0.04%
+150,720
691
$2.74M 0.04%
79,919
+54,348
692
$2.73M 0.04%
40,139
+28,353
693
$2.71M 0.04%
176,854
+60,555
694
$2.71M 0.04%
25,675
+8,258
695
$2.69M 0.04%
+158,163
696
$2.68M 0.04%
75,617
+29,249
697
$2.67M 0.04%
94,110
+82,830
698
$2.67M 0.04%
+35,559
699
$2.65M 0.04%
+309,025
700
$2.65M 0.04%
+31,702
26 27
28
29 30