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
76
$17.2M 0.24%
588,320
-1,051,620
77
$17.2M 0.24%
242,818
+188,820
78
$17M 0.24%
374,736
-162,779
79
$16.9M 0.24%
104,858
-109,008
80
$16.9M 0.24%
167,907
-372,697
81
$16.9M 0.24%
574,378
-536,312
82
$16.8M 0.24%
328,982
-311,618
83
$16.7M 0.23%
126,013
+111,044
84
$16.7M 0.23%
222,148
+206,197
85
$16.6M 0.23%
229,904
+41,607
86
$16.5M 0.23%
355,240
-178,619
87
$16.4M 0.23%
309,715
+137,304
88
$16.4M 0.23%
146,014
+78,174
89
$16M 0.22%
+430,621
90
$15.9M 0.22%
123,443
+103,979
91
$15.7M 0.22%
537,083
+313,952
92
$15.6M 0.22%
66,920
-100,099
93
$15.5M 0.22%
180,315
+164,566
94
$15.5M 0.22%
288,897
+232,717
95
$15.4M 0.22%
151,877
+125,903
96
$15.3M 0.21%
125,166
+60,530
97
$15.3M 0.21%
85,887
+49,366
98
$15.2M 0.21%
260,987
+230,993
99
$15.2M 0.21%
+324,413
100
$15.1M 0.21%
154,740
+97,917
2 3
4
5 6