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
926
$1.42M 0.02%
+68,784
927
$1.42M 0.02%
+12,155
928
$1.41M 0.02%
74,366
+34,765
929
$1.41M 0.02%
86,540
+29,062
930
$1.41M 0.02%
41,515
+10,862
931
$1.41M 0.02%
53,392
-26,914
932
$1.41M 0.02%
149,393
+114,586
933
$1.41M 0.02%
+55,075
934
$1.4M 0.02%
39,109
-249,679
935
$1.4M 0.02%
123,581
+45,960
936
$1.4M 0.02%
+36,331
937
$1.4M 0.02%
+23,462
938
$1.4M 0.02%
211,048
+116,922
939
$1.39M 0.02%
51,645
-85,397
940
$1.38M 0.02%
+8,610
941
$1.38M 0.02%
+14,359
942
$1.37M 0.02%
21,186
+3,258
943
$1.36M 0.02%
44,879
-37,826
944
$1.35M 0.02%
82,264
-68,662
945
$1.35M 0.02%
18,659
+15,740
946
$1.35M 0.02%
+268,859
947
$1.35M 0.02%
59,434
-25,340
948
$1.35M 0.02%
85,504
-37,522
949
$1.34M 0.02%
169,141
+107,609
950
$1.34M 0.02%
3,559
-27,804
36 37
38
39 40