WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.84%
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 12.44%
4 Consumer Discretionary 11.51%
5 Technology 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$1.19M 0.02%
+131,586
1002
$1.19M 0.02%
18,719
-7,308
1003
$1.18M 0.02%
22,392
+4,354
1004
$1.18M 0.02%
+35,507
1005
$1.18M 0.02%
+32,264
1006
$1.18M 0.02%
187,704
+70,596
1007
$1.17M 0.02%
22,872
-306,372
1008
$1.17M 0.02%
55,917
+10,140
1009
$1.17M 0.02%
37,160
+1,724
1010
$1.16M 0.02%
+123,974
1011
$1.16M 0.02%
69,908
-4,837
1012
$1.16M 0.02%
+18,617
1013
$1.15M 0.02%
+64,483
1014
$1.15M 0.02%
12,218
-1,701
1015
$1.14M 0.02%
75,897
+57,335
1016
$1.14M 0.02%
24,902
-9,663
1017
$1.13M 0.02%
6,163
+3,146
1018
$1.13M 0.02%
+124,961
1019
$1.13M 0.02%
42,153
-18,474
1020
$1.13M 0.02%
+12,128
1021
$1.13M 0.02%
41,057
+9,637
1022
$1.12M 0.02%
+26,288
1023
$1.12M 0.02%
44,965
+34,764
1024
$1.12M 0.02%
30,504
-12,733
1025
$1.12M 0.02%
48,477
-34,269
39 40
41
42 43