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
901
$1.51M 0.02%
+8,417
902
$1.5M 0.02%
26,427
-7,890
903
$1.5M 0.02%
45,725
+5,443
904
$1.5M 0.02%
134,590
+123,695
905
$1.5M 0.02%
363,095
+327,377
906
$1.49M 0.02%
54,787
+17,975
907
$1.49M 0.02%
149,477
+127,165
908
$1.49M 0.02%
24,068
+5,006
909
$1.49M 0.02%
114,285
+2,289
910
$1.49M 0.02%
47,065
+11,932
911
$1.49M 0.02%
17,328
-134,027
912
$1.48M 0.02%
117,213
+102,677
913
$1.48M 0.02%
+94,453
914
$1.47M 0.02%
37,085
+1,892
915
$1.47M 0.02%
98,693
+32,158
916
$1.46M 0.02%
178,780
-29,530
917
$1.46M 0.02%
29,845
+15,402
918
$1.46M 0.02%
181,669
+84,081
919
$1.45M 0.02%
20,793
+1,379
920
$1.44M 0.02%
18,615
-2,707
921
$1.44M 0.02%
108,614
+23,357
922
$1.44M 0.02%
+105,067
923
$1.44M 0.02%
21,460
-605,100
924
$1.44M 0.02%
50,192
-6,472
925
$1.43M 0.02%
75,731
+22,030
35 36
37
38 39