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
1276
$448K 0.01%
+35,790
1277
$448K 0.01%
852
-270
1278
$446K 0.01%
25,985
-3,256
1279
$438K 0.01%
13,067
-1,596
1280
$438K 0.01%
38,690
-43,168
1281
$434K 0.01%
+70,617
1282
$433K 0.01%
13,446
+9,946
1283
$432K 0.01%
+7,882
1284
$430K 0.01%
+18,882
1285
$423K 0.01%
32,636
-50,192
1286
$418K 0.01%
1,453
-65,850
1287
$414K 0.01%
+4,231
1288
$414K 0.01%
+7,754
1289
$411K 0.01%
16,582
-40,756
1290
$411K 0.01%
24,694
-10,360
1291
$410K 0.01%
4,725
-11,862
1292
$409K 0.01%
6,202
-19,734
1293
$408K 0.01%
98,474
+77,677
1294
$406K 0.01%
2,222
-2,124
1295
$406K 0.01%
+33,209
1296
$406K 0.01%
50,826
-70,900
1297
$403K 0.01%
64,570
+4,176
1298
$400K 0.01%
19,174
-20,370
1299
$399K 0.01%
14,898
-12,654
1300
$399K 0.01%
72,434
-71,777
50 51
52
53 54