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
1226
$524K 0.01%
32,764
+11,057
1227
$523K 0.01%
75,273
-25,685
1228
$523K 0.01%
54,685
-3,073
1229
$521K 0.01%
51,307
+27,360
1230
$518K 0.01%
925
-48,525
1231
$518K 0.01%
+44,580
1232
$516K 0.01%
+29,136
1233
$514K 0.01%
6,056
-786
1234
$511K 0.01%
20,524
-13,063
1235
$510K 0.01%
33,870
-494
1236
$508K 0.01%
+36,390
1237
$503K 0.01%
13,124
-10,127
1238
$500K 0.01%
47,757
+3,849
1239
$499K 0.01%
16,136
-641
1240
$498K 0.01%
+14,851
1241
$497K 0.01%
+6,589
1242
$492K 0.01%
61,537
+3,727
1243
$490K 0.01%
+105,014
1244
$488K 0.01%
32,846
-10,293
1245
$487K 0.01%
6,817
+2,254
1246
$484K 0.01%
28,561
-21,363
1247
$479K 0.01%
5,180
-343,760
1248
$479K 0.01%
18,682
+1,391
1249
$478K 0.01%
39,785
-2,118
1250
$477K 0.01%
25,645
+9,657
48 49
50
51 52