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
776
$2.11M 0.03%
72,649
+11,570
777
$2.11M 0.03%
227,614
+105,971
778
$2.1M 0.03%
41,979
+22,470
779
$2.1M 0.03%
105,648
+10,270
780
$2.09M 0.03%
142,268
+129,616
781
$2.08M 0.03%
29,309
+2,459
782
$2.08M 0.03%
109,238
+252
783
$2.07M 0.03%
+32,061
784
$2.07M 0.03%
+63,448
785
$2.07M 0.03%
140,581
+2,576
786
$2.06M 0.03%
257,158
+175,119
787
$2.06M 0.03%
44,699
-9,053
788
$2.06M 0.03%
+54,287
789
$2.05M 0.03%
68,013
+48,221
790
$2.05M 0.03%
159,803
-35,008
791
$2.04M 0.03%
48,207
-4,942
792
$2.04M 0.03%
36,626
+28,948
793
$2.04M 0.03%
68,784
-18,191
794
$2.04M 0.03%
+36,983
795
$2.04M 0.03%
124,516
-29,636
796
$2.03M 0.03%
367,030
-189,129
797
$2.03M 0.03%
82,944
+53,909
798
$2.03M 0.03%
12,659
+5,588
799
$2.02M 0.03%
32,243
-2,960
800
$2.02M 0.03%
51,216
+28,936
30 31
32
33 34