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
51
$19.2M 0.27%
179,935
-184,485
52
$18.9M 0.27%
89,878
-185,228
53
$18.9M 0.27%
121,320
-43,297
54
$18.9M 0.26%
115,609
+14,042
55
$18.8M 0.26%
89,640
+70,785
56
$18.7M 0.26%
+90,671
57
$18.6M 0.26%
163,460
+74,822
58
$18.4M 0.26%
292,510
-410,531
59
$18.2M 0.26%
202,936
+74,723
60
$18.2M 0.25%
571,326
+153,442
61
$18.1M 0.25%
72,278
-69,631
62
$18M 0.25%
304,001
+276,094
63
$17.9M 0.25%
159,818
+86,357
64
$17.8M 0.25%
325,593
+173,186
65
$17.8M 0.25%
299,457
-270,043
66
$17.7M 0.25%
107,612
-100,961
67
$17.7M 0.25%
128,494
-135,062
68
$17.7M 0.25%
359,624
+282,614
69
$17.5M 0.25%
561,023
+468,917
70
$17.5M 0.25%
149,552
+92,153
71
$17.4M 0.24%
397,328
-464,676
72
$17.4M 0.24%
127,202
-200,315
73
$17.4M 0.24%
214,610
+175,718
74
$17.4M 0.24%
255,726
+210,461
75
$17.2M 0.24%
259,174
-515,108
1 2
3
4 5