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
1101
$871K 0.01%
42,143
-4,608
1102
$869K 0.01%
14,913
-12,359
1103
$867K 0.01%
18,183
+10,026
1104
$865K 0.01%
23,712
+2,297
1105
$864K 0.01%
+53,780
1106
$851K 0.01%
18,178
-18,160
1107
$849K 0.01%
28,259
-12,791
1108
$846K 0.01%
19,355
-2,304
1109
$845K 0.01%
16,294
+7,900
1110
$837K 0.01%
138,353
+59,367
1111
$833K 0.01%
38,833
-93,871
1112
$822K 0.01%
50,917
-58,513
1113
$818K 0.01%
88,702
+61,327
1114
$817K 0.01%
37,837
+25,106
1115
$812K 0.01%
+134,700
1116
$809K 0.01%
73,667
-29,583
1117
$800K 0.01%
43,442
+21,986
1118
$798K 0.01%
23,770
-6,320
1119
$792K 0.01%
+45,452
1120
$791K 0.01%
14,859
-5,839
1121
$783K 0.01%
13,285
-11,180
1122
$777K 0.01%
33,908
-22,256
1123
$773K 0.01%
9,430
-2,265
1124
$772K 0.01%
57,162
-119,874
1125
$769K 0.01%
+44,467
43 44
45
46 47