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
1026
$1.12M 0.02%
+26,101
1027
$1.11M 0.02%
38,190
+2,366
1028
$1.11M 0.02%
42,375
+12,609
1029
$1.1M 0.02%
11,026
-6,147
1030
$1.1M 0.02%
15,753
+2,965
1031
$1.1M 0.02%
+33,316
1032
$1.1M 0.02%
15,110
+11,695
1033
$1.1M 0.02%
34,427
+16,389
1034
$1.1M 0.02%
+64,300
1035
$1.09M 0.02%
79,354
-69,232
1036
$1.09M 0.02%
13,025
+10,429
1037
$1.09M 0.02%
75,848
+50,955
1038
$1.08M 0.02%
42,461
-13,897
1039
$1.08M 0.02%
76,336
+56,763
1040
$1.08M 0.02%
+41,574
1041
$1.07M 0.02%
+7,781
1042
$1.07M 0.02%
43,216
+5,530
1043
$1.07M 0.02%
14,259
-116,687
1044
$1.06M 0.01%
40,479
-18,845
1045
$1.06M 0.01%
+17,647
1046
$1.06M 0.01%
55,702
-15,628
1047
$1.06M 0.01%
+29,504
1048
$1.05M 0.01%
+53,433
1049
$1.05M 0.01%
51,175
-22,781
1050
$1.05M 0.01%
+39,675
40 41
42
43 44