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
751
$2.28M 0.03%
15,215
-49,974
752
$2.27M 0.03%
5,997
+1,564
753
$2.27M 0.03%
45,671
-1,776
754
$2.27M 0.03%
31,413
+17,972
755
$2.25M 0.03%
78,392
+26,985
756
$2.25M 0.03%
+39,917
757
$2.24M 0.03%
34,157
+1,891
758
$2.24M 0.03%
+45,463
759
$2.24M 0.03%
46,579
+2,770
760
$2.22M 0.03%
123,052
+35,384
761
$2.21M 0.03%
+25,704
762
$2.21M 0.03%
519
-416
763
$2.19M 0.03%
+63,960
764
$2.18M 0.03%
+36,317
765
$2.17M 0.03%
45,658
+32,903
766
$2.16M 0.03%
22,813
-144,396
767
$2.16M 0.03%
86,864
+32,558
768
$2.16M 0.03%
36,692
+26,244
769
$2.15M 0.03%
30,025
+24,342
770
$2.15M 0.03%
176,764
+150,056
771
$2.14M 0.03%
+19,535
772
$2.13M 0.03%
244,038
+218,689
773
$2.13M 0.03%
24,681
-46,066
774
$2.13M 0.03%
+28,490
775
$2.12M 0.03%
83,244
-71,897
29 30
31
32 33