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
876
$1.61M 0.02%
37,594
+31,837
877
$1.61M 0.02%
203,104
+55,570
878
$1.6M 0.02%
7,617
-7,624
879
$1.6M 0.02%
95,835
-50,310
880
$1.59M 0.02%
4,984
+4,824
881
$1.59M 0.02%
71,923
+43,964
882
$1.59M 0.02%
91,271
+18,209
883
$1.59M 0.02%
38,675
+8,488
884
$1.59M 0.02%
61,120
+49,160
885
$1.58M 0.02%
+654,747
886
$1.58M 0.02%
76,516
+21,967
887
$1.57M 0.02%
234,798
+205,080
888
$1.56M 0.02%
71,540
+32,845
889
$1.56M 0.02%
25,792
-178,836
890
$1.56M 0.02%
14,276
-1,082
891
$1.56M 0.02%
5,800
+2,994
892
$1.55M 0.02%
208,691
+69,752
893
$1.53M 0.02%
139,697
+14,644
894
$1.53M 0.02%
113,704
+74,836
895
$1.53M 0.02%
65,573
+34,720
896
$1.53M 0.02%
30,007
+3,263
897
$1.52M 0.02%
74,185
+61,249
898
$1.51M 0.02%
119,219
-33,663
899
$1.51M 0.02%
+39,568
900
$1.51M 0.02%
46,627
-14,565
34 35
36
37 38