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
826
$1.86M 0.03%
63,582
+12,977
827
$1.85M 0.03%
114,857
-111,221
828
$1.84M 0.03%
+90,103
829
$1.84M 0.03%
186,432
+128,370
830
$1.83M 0.03%
86,776
+69,958
831
$1.83M 0.03%
28,169
-18,957
832
$1.83M 0.03%
+29,121
833
$1.83M 0.03%
16,686
-2,706
834
$1.83M 0.03%
45,099
-4,230
835
$1.82M 0.03%
+130,260
836
$1.8M 0.03%
116,680
-186,907
837
$1.79M 0.03%
92,678
+76,954
838
$1.78M 0.03%
149,503
+136,213
839
$1.78M 0.03%
+134,972
840
$1.78M 0.03%
49,575
-2,103
841
$1.78M 0.02%
100,174
+79,775
842
$1.77M 0.02%
61,301
+14,492
843
$1.77M 0.02%
+30,945
844
$1.77M 0.02%
25,187
+1,018
845
$1.77M 0.02%
318,037
+177,045
846
$1.77M 0.02%
+42,118
847
$1.76M 0.02%
96,038
-14,509
848
$1.76M 0.02%
54,658
-5,136
849
$1.75M 0.02%
86,179
-62,052
850
$1.74M 0.02%
86,730
-31,667
32 33
34
35 36