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
1376
$282K ﹤0.01%
+10,888
1377
$279K ﹤0.01%
10,604
-9,571
1378
$279K ﹤0.01%
+58,547
1379
$278K ﹤0.01%
4,305
-34,159
1380
$276K ﹤0.01%
1,573
-3,996
1381
$272K ﹤0.01%
4,717
-149,967
1382
$270K ﹤0.01%
+2,342
1383
$270K ﹤0.01%
4,209
-796
1384
$269K ﹤0.01%
22,189
+1,563
1385
$269K ﹤0.01%
2,455
-10,613
1386
$269K ﹤0.01%
21,936
-277
1387
$268K ﹤0.01%
7,892
-377
1388
$267K ﹤0.01%
+53,363
1389
$266K ﹤0.01%
7,149
-7,235
1390
$266K ﹤0.01%
5,910
-46,214
1391
$265K ﹤0.01%
15,252
-17,116
1392
$265K ﹤0.01%
+1,084
1393
$265K ﹤0.01%
59,644
+19,200
1394
$264K ﹤0.01%
27,375
-23,362
1395
$264K ﹤0.01%
6,106
-22,449
1396
$263K ﹤0.01%
2,559
-165,703
1397
$261K ﹤0.01%
24,029
-58,833
1398
$258K ﹤0.01%
13,127
-13,959
1399
$258K ﹤0.01%
36,511
-30,736
1400
$257K ﹤0.01%
24,244
-10,293
54 55
56
57 58