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
1126
$762K 0.01%
32,141
-12,542
1127
$761K 0.01%
13,252
+5,226
1128
$756K 0.01%
+15,540
1129
$756K 0.01%
+5,568
1130
$754K 0.01%
+29,338
1131
$753K 0.01%
25,595
-38,444
1132
$752K 0.01%
+54,724
1133
$752K 0.01%
31,530
-5,995
1134
$747K 0.01%
15,485
-8,394
1135
$743K 0.01%
22,526
+14,031
1136
$741K 0.01%
+18,554
1137
$736K 0.01%
+26,702
1138
$733K 0.01%
+10,680
1139
$731K 0.01%
+1,962
1140
$728K 0.01%
+28,817
1141
$728K 0.01%
23,456
-2,371
1142
$720K 0.01%
+44,142
1143
$716K 0.01%
+22,014
1144
$715K 0.01%
16,312
-8,340
1145
$708K 0.01%
141,802
-54,613
1146
$705K 0.01%
16,898
-5,251
1147
$703K 0.01%
88,743
-124,649
1148
$700K 0.01%
17,870
-3,804
1149
$700K 0.01%
41,449
+15,442
1150
$693K 0.01%
34,232
-15,959
44 45
46
47 48