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
726
$2.43M 0.03%
49,728
-3,566
727
$2.43M 0.03%
20,081
+13,064
728
$2.43M 0.03%
52,541
-15,061
729
$2.43M 0.03%
121,593
+81,386
730
$2.41M 0.03%
89,329
-33,370
731
$2.41M 0.03%
+270,565
732
$2.4M 0.03%
40,614
+13,680
733
$2.39M 0.03%
25,083
+16,030
734
$2.39M 0.03%
44,155
-18,247
735
$2.39M 0.03%
26,076
-6,693
736
$2.38M 0.03%
74,339
+35,980
737
$2.38M 0.03%
161,742
+81,630
738
$2.38M 0.03%
69,796
-803,964
739
$2.35M 0.03%
126,124
+87,482
740
$2.35M 0.03%
42,427
+4,440
741
$2.35M 0.03%
91,745
+15,325
742
$2.35M 0.03%
+252,607
743
$2.34M 0.03%
+66,401
744
$2.33M 0.03%
18,929
+14,187
745
$2.33M 0.03%
+39,065
746
$2.31M 0.03%
24,955
+2,186
747
$2.31M 0.03%
+63,012
748
$2.31M 0.03%
116,270
-24,936
749
$2.3M 0.03%
31,200
-11,192
750
$2.28M 0.03%
15,214
-13,982
28 29
30
31 32