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
1051
$1.05M 0.01%
81,688
-14,844
1052
$1.05M 0.01%
25,420
-9,777
1053
$1.04M 0.01%
51,842
+13,437
1054
$1.04M 0.01%
12,996
-130,000
1055
$1.04M 0.01%
+59,978
1056
$1.04M 0.01%
109,886
+39,433
1057
$1.04M 0.01%
+29,946
1058
$1.04M 0.01%
+37,054
1059
$1.03M 0.01%
34,290
+3,977
1060
$1.03M 0.01%
+264,987
1061
$1.02M 0.01%
48,330
-1,883
1062
$1.02M 0.01%
17,114
-3,942
1063
$1.02M 0.01%
6,998
-83,361
1064
$1.01M 0.01%
21,733
-6,390
1065
$1M 0.01%
+20,634
1066
$998K 0.01%
+24,673
1067
$990K 0.01%
+23,800
1068
$985K 0.01%
+21,585
1069
$981K 0.01%
37,546
-13,504
1070
$978K 0.01%
8,345
-29,445
1071
$971K 0.01%
+20,436
1072
$965K 0.01%
81,778
+3,572
1073
$959K 0.01%
9,609
-1,268
1074
$955K 0.01%
8,123
-2,193
1075
$955K 0.01%
+27,481
41 42
43
44 45