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
1251
$475K 0.01%
31,483
-42,135
1252
$473K 0.01%
38,622
+21,657
1253
$472K 0.01%
27,837
-8,036
1254
$472K 0.01%
28,315
+7,130
1255
$471K 0.01%
+21,830
1256
$471K 0.01%
2,925
-339
1257
$470K 0.01%
480,693
-152,688
1258
$469K 0.01%
7,514
-12,042
1259
$469K 0.01%
+76,977
1260
$469K 0.01%
6,224
-12,352
1261
$468K 0.01%
+4,102
1262
$467K 0.01%
18,549
+6,326
1263
$465K 0.01%
17,114
-9,190
1264
$463K 0.01%
2,840
+1,458
1265
$462K 0.01%
7,493
+2,527
1266
$460K 0.01%
23,117
+4,189
1267
$457K 0.01%
13,026
-54,304
1268
$457K 0.01%
247,248
-39,282
1269
$456K 0.01%
+20,894
1270
$455K 0.01%
2,357
-442
1271
$453K 0.01%
30,427
+12,244
1272
$453K 0.01%
14,615
-67,885
1273
$451K 0.01%
+9,437
1274
$450K 0.01%
40,427
-6,113
1275
$449K 0.01%
62,746
+30,861
49 50
51
52 53