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
1151
$689K 0.01%
138,946
+128,518
1152
$687K 0.01%
11,533
+2,370
1153
$685K 0.01%
+55,256
1154
$682K 0.01%
35,356
-22,159
1155
$681K 0.01%
21,954
+11,715
1156
$680K 0.01%
9,100
-8,639
1157
$679K 0.01%
24,864
+9,717
1158
$676K 0.01%
6,250
+3,052
1159
$673K 0.01%
+7,702
1160
$671K 0.01%
+8,209
1161
$670K 0.01%
86,071
+28,769
1162
$659K 0.01%
+27,382
1163
$659K 0.01%
13,827
-41,854
1164
$658K 0.01%
+46,724
1165
$657K 0.01%
+12,803
1166
$654K 0.01%
25,975
-37,306
1167
$652K 0.01%
1,761
-92,286
1168
$649K 0.01%
+4,507
1169
$648K 0.01%
13,356
-15,422
1170
$644K 0.01%
9,568
-124
1171
$644K 0.01%
20,064
-20,812
1172
$644K 0.01%
6,768
-43,871
1173
$644K 0.01%
+48,317
1174
$642K 0.01%
23,365
+11,050
1175
$641K 0.01%
12,921
-8,875
45 46
47
48 49