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
801
$2.01M 0.03%
+79,071
802
$2.01M 0.03%
+31,953
803
$2M 0.03%
67,559
+9,705
804
$2M 0.03%
+23,489
805
$1.99M 0.03%
+73,401
806
$1.98M 0.03%
+205,482
807
$1.98M 0.03%
50,852
+21,068
808
$1.97M 0.03%
+354,221
809
$1.97M 0.03%
580,090
-263,123
810
$1.96M 0.03%
79,583
+11,498
811
$1.96M 0.03%
+83,109
812
$1.95M 0.03%
+40,542
813
$1.94M 0.03%
230,856
-46,600
814
$1.93M 0.03%
15,091
-583,667
815
$1.93M 0.03%
29,267
+2,084
816
$1.91M 0.03%
16,843
-103,780
817
$1.91M 0.03%
+33,273
818
$1.91M 0.03%
+7,394
819
$1.91M 0.03%
100,071
+74,483
820
$1.91M 0.03%
43,705
-35,118
821
$1.9M 0.03%
277,808
+102,564
822
$1.89M 0.03%
72,533
+29,397
823
$1.89M 0.03%
117,920
+63,920
824
$1.89M 0.03%
34,659
+7,149
825
$1.88M 0.03%
8,120
+3,868
31 32
33
34 35