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
1176
$638K 0.01%
+27,301
1177
$638K 0.01%
+452,253
1178
$637K 0.01%
26,950
-9,726
1179
$633K 0.01%
16,730
+4,936
1180
$633K 0.01%
89,856
+52,732
1181
$632K 0.01%
56,751
+9,235
1182
$631K 0.01%
43,527
-141
1183
$631K 0.01%
6,416
+4,449
1184
$628K 0.01%
15,326
+3,413
1185
$628K 0.01%
15,577
+6,709
1186
$615K 0.01%
18,938
+4,849
1187
$614K 0.01%
11,856
-26,471
1188
$612K 0.01%
6,802
-7,299
1189
$611K 0.01%
+22,520
1190
$610K 0.01%
+34,240
1191
$606K 0.01%
+57,754
1192
$605K 0.01%
54,047
-3,931
1193
$597K 0.01%
20,153
-14,333
1194
$596K 0.01%
+27,523
1195
$595K 0.01%
23,171
-9,869
1196
$595K 0.01%
23,648
+12,835
1197
$593K 0.01%
+35,134
1198
$593K 0.01%
83,104
-2,876
1199
$593K 0.01%
14,540
-14,830
1200
$588K 0.01%
67,712
-34,940
46 47
48
49 50