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
951
$1.33M 0.02%
108,500
-58,402
952
$1.33M 0.02%
114,880
-56,576
953
$1.33M 0.02%
196,664
+133,106
954
$1.33M 0.02%
7,404
+5,940
955
$1.33M 0.02%
73,967
-16,990
956
$1.33M 0.02%
49,545
-14,664
957
$1.32M 0.02%
41,903
-3,517
958
$1.32M 0.02%
+8,342
959
$1.32M 0.02%
83,579
+50,978
960
$1.31M 0.02%
55,867
+26,769
961
$1.31M 0.02%
+61,537
962
$1.31M 0.02%
37,734
-7,166
963
$1.31M 0.02%
22,635
-7,654
964
$1.31M 0.02%
25,507
+19,118
965
$1.31M 0.02%
32,792
+4,306
966
$1.31M 0.02%
4,441
+1,762
967
$1.3M 0.02%
14,824
-350,674
968
$1.3M 0.02%
+18,160
969
$1.29M 0.02%
99,372
-36,019
970
$1.28M 0.02%
109,803
-25,338
971
$1.28M 0.02%
14,091
-16,020
972
$1.28M 0.02%
81,467
+65,174
973
$1.27M 0.02%
55,026
+10,012
974
$1.27M 0.02%
105,405
+4,916
975
$1.27M 0.02%
28,163
-25,064
37 38
39
40 41