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
976
$1.27M 0.02%
+17,091
977
$1.27M 0.02%
58,539
-35,644
978
$1.27M 0.02%
31,888
+22,558
979
$1.26M 0.02%
+34,113
980
$1.26M 0.02%
43,983
+25,353
981
$1.25M 0.02%
28,910
+17,499
982
$1.25M 0.02%
+48,744
983
$1.25M 0.02%
7,299
+2,500
984
$1.25M 0.02%
35,390
-2,989
985
$1.24M 0.02%
49,549
-9,707
986
$1.24M 0.02%
34,280
-3,244
987
$1.23M 0.02%
22,941
+951
988
$1.23M 0.02%
77,949
-31,599
989
$1.23M 0.02%
35,721
+26,697
990
$1.22M 0.02%
34,538
-40,081
991
$1.22M 0.02%
+86,156
992
$1.22M 0.02%
12,811
-142,980
993
$1.21M 0.02%
+44,279
994
$1.21M 0.02%
+45,252
995
$1.2M 0.02%
93,054
+32,332
996
$1.2M 0.02%
59,896
+48,918
997
$1.19M 0.02%
122,101
+72,890
998
$1.19M 0.02%
562,710
+455,690
999
$1.19M 0.02%
+30,389
1000
$1.19M 0.02%
140,132
+47,224
38 39
40
41 42