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
1301
$398K 0.01%
+15,081
1302
$395K 0.01%
13,974
+11,171
1303
$393K 0.01%
2,302
-22,696
1304
$391K 0.01%
+199,381
1305
$390K 0.01%
104,787
-120,822
1306
$388K 0.01%
+28,172
1307
$386K 0.01%
49,297
+5,937
1308
$385K 0.01%
1,947
-40,790
1309
$385K 0.01%
39,014
-32,000
1310
$383K 0.01%
6,400
-38,220
1311
$381K 0.01%
201,817
-8,640
1312
$379K 0.01%
13,411
+1,192
1313
$379K 0.01%
13,974
-4,797
1314
$379K 0.01%
18,634
-114,374
1315
$379K 0.01%
+40,109
1316
$379K 0.01%
10,091
-14,249
1317
$377K 0.01%
11,309
-9,513
1318
$377K 0.01%
+11,210
1319
$376K 0.01%
10,552
-4,000
1320
$375K 0.01%
3,306
-168
1321
$374K 0.01%
+20,315
1322
$373K 0.01%
22,339
+94
1323
$371K 0.01%
119,659
+98,572
1324
$369K 0.01%
43,558
-14,479
1325
$367K 0.01%
67,049
-86,865
51 52
53
54 55