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
1076
$952K 0.01%
42,813
+25,104
1077
$948K 0.01%
20,152
-3,115
1078
$943K 0.01%
+66,250
1079
$942K 0.01%
6,305
-35,731
1080
$942K 0.01%
223,638
+98,600
1081
$941K 0.01%
89,186
-12,828
1082
$941K 0.01%
+18,100
1083
$934K 0.01%
10,207
-9,046
1084
$933K 0.01%
48,214
+29,695
1085
$931K 0.01%
24,491
-24,419
1086
$928K 0.01%
38,677
-6,192
1087
$928K 0.01%
24,987
-28,521
1088
$919K 0.01%
+27,503
1089
$914K 0.01%
55,872
-16,952
1090
$914K 0.01%
13,295
-6,948
1091
$909K 0.01%
22,709
+10,076
1092
$906K 0.01%
7,918
+1,923
1093
$903K 0.01%
74,963
+36,661
1094
$903K 0.01%
+22,052
1095
$902K 0.01%
15,671
-19,828
1096
$900K 0.01%
+107,542
1097
$896K 0.01%
+37,074
1098
$883K 0.01%
+97,581
1099
$883K 0.01%
+16,651
1100
$878K 0.01%
+110,682
42 43
44
45 46