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
851
$1.72M 0.02%
106,800
+92,323
852
$1.71M 0.02%
+197,998
853
$1.71M 0.02%
34,885
-24,055
854
$1.71M 0.02%
+16,063
855
$1.7M 0.02%
+92,666
856
$1.7M 0.02%
38,950
+3,122
857
$1.7M 0.02%
221,543
+104,751
858
$1.69M 0.02%
+36,842
859
$1.69M 0.02%
+12,083
860
$1.69M 0.02%
+18,188
861
$1.69M 0.02%
122,240
-48,651
862
$1.67M 0.02%
+112,989
863
$1.67M 0.02%
+48,411
864
$1.67M 0.02%
90,329
+77,736
865
$1.67M 0.02%
30,315
+25,644
866
$1.67M 0.02%
76,809
+29,644
867
$1.66M 0.02%
+95,575
868
$1.66M 0.02%
+3,021
869
$1.65M 0.02%
106,099
+85,544
870
$1.64M 0.02%
53,141
+7,437
871
$1.64M 0.02%
+45,283
872
$1.63M 0.02%
55,983
+43,461
873
$1.63M 0.02%
63,243
+26,963
874
$1.62M 0.02%
99,666
-30,350
875
$1.62M 0.02%
+63,953
33 34
35
36 37