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
1351
$327K ﹤0.01%
+8,724
1352
$327K ﹤0.01%
29,387
-12,975
1353
$324K ﹤0.01%
113,574
+103,083
1354
$324K ﹤0.01%
82,126
-44,696
1355
$319K ﹤0.01%
12,437
-12,819
1356
$315K ﹤0.01%
43,388
+23,158
1357
$313K ﹤0.01%
46,115
-1,590
1358
$309K ﹤0.01%
+39,982
1359
$306K ﹤0.01%
+3,612
1360
$303K ﹤0.01%
422
-1,033
1361
$302K ﹤0.01%
10,139
-35,840
1362
$301K ﹤0.01%
2,600
-22,153
1363
$301K ﹤0.01%
+2,048
1364
$299K ﹤0.01%
+14,936
1365
$299K ﹤0.01%
3,511
+7
1366
$299K ﹤0.01%
1,536
+393
1367
$297K ﹤0.01%
9,226
-27,009
1368
$292K ﹤0.01%
+6,148
1369
$290K ﹤0.01%
16,015
-3,007
1370
$290K ﹤0.01%
5,678
+4,248
1371
$290K ﹤0.01%
+842
1372
$287K ﹤0.01%
+6,115
1373
$286K ﹤0.01%
51,336
-22,851
1374
$284K ﹤0.01%
26,541
-4,647
1375
$283K ﹤0.01%
7,058
-9,958
53 54
55
56 57