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
101
$15.1M 0.21%
113,034
+102,491
102
$14.9M 0.21%
141,135
+31,265
103
$14.9M 0.21%
305,664
+117,663
104
$14.8M 0.21%
+357,642
105
$14.8M 0.21%
76,956
-165,047
106
$14.8M 0.21%
160,119
-102,844
107
$14.8M 0.21%
331,122
+116,771
108
$14.7M 0.21%
114,925
-165,785
109
$14.6M 0.21%
304,868
-66,621
110
$14.5M 0.2%
789,033
+456,772
111
$14.5M 0.2%
392,719
+377,899
112
$14.3M 0.2%
183,197
+123,452
113
$14.3M 0.2%
668,750
-1,695,675
114
$14.3M 0.2%
269,368
-730,108
115
$14.3M 0.2%
216,607
+190,920
116
$14.2M 0.2%
129,146
-35,605
117
$14.2M 0.2%
126,652
+90,101
118
$14.1M 0.2%
654,542
+605,178
119
$14.1M 0.2%
1,053,705
+551,784
120
$14.1M 0.2%
335,729
+310,396
121
$14M 0.2%
297,551
-755,938
122
$14M 0.2%
47,623
+41,432
123
$14M 0.2%
189,682
+163,462
124
$14M 0.2%
229,016
-522,258
125
$14M 0.2%
120,069
+104,459
3 4
5
6 7