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
1326
$367K 0.01%
+23,479
1327
$367K 0.01%
47,805
-23,240
1328
$366K 0.01%
2,687
-109,591
1329
$366K 0.01%
19,099
+4,652
1330
$366K 0.01%
44,590
-26,164
1331
$362K 0.01%
8,334
-216,235
1332
$359K 0.01%
9,533
-36,785
1333
$353K 0.01%
3,507
-14,959
1334
$350K ﹤0.01%
+20,218
1335
$349K ﹤0.01%
15,045
-32,843
1336
$346K ﹤0.01%
47,932
-4,034
1337
$345K ﹤0.01%
+16,409
1338
$341K ﹤0.01%
14,553
-20,809
1339
$338K ﹤0.01%
2,541
-251,701
1340
$337K ﹤0.01%
127,627
-69,079
1341
$337K ﹤0.01%
4,400
-2,474
1342
$337K ﹤0.01%
+13,242
1343
$335K ﹤0.01%
3,439
-3,352
1344
$331K ﹤0.01%
9,331
-1,562
1345
$331K ﹤0.01%
+2,959
1346
$330K ﹤0.01%
26,628
-17,643
1347
$330K ﹤0.01%
3,243
-7,622
1348
$329K ﹤0.01%
+28,403
1349
$327K ﹤0.01%
+16,684
1350
$327K ﹤0.01%
29,605
-4,578
52 53
54
55 56