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
701
$2.64M 0.04%
69,612
+29,461
702
$2.63M 0.04%
+33,240
703
$2.63M 0.04%
22,344
-7,077
704
$2.6M 0.04%
+26,733
705
$2.59M 0.04%
119,195
+15,108
706
$2.58M 0.04%
+61,346
707
$2.58M 0.04%
+91,568
708
$2.56M 0.04%
+39,184
709
$2.56M 0.04%
+39,610
710
$2.55M 0.04%
93,489
+33,006
711
$2.55M 0.04%
15,529
-30,464
712
$2.54M 0.04%
88,194
+17,916
713
$2.53M 0.04%
159,950
-109,906
714
$2.53M 0.04%
717,480
-43,555
715
$2.52M 0.04%
21,243
-14,744
716
$2.51M 0.04%
+140,337
717
$2.51M 0.04%
27,160
+12,219
718
$2.5M 0.04%
39,009
-25,556
719
$2.49M 0.03%
19,286
+9,162
720
$2.48M 0.03%
14,092
-210,977
721
$2.47M 0.03%
390,712
+32,594
722
$2.47M 0.03%
270,591
+212,936
723
$2.46M 0.03%
+100,982
724
$2.46M 0.03%
21,364
-9,352
725
$2.44M 0.03%
147,667
+30,939
27 28
29
30 31