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
1401
$257K ﹤0.01%
1,846
-46,256
1402
$257K ﹤0.01%
+16,257
1403
$256K ﹤0.01%
22,829
-34,496
1404
$255K ﹤0.01%
+35,988
1405
$253K ﹤0.01%
6,114
+1,675
1406
$252K ﹤0.01%
97,715
-66,401
1407
$251K ﹤0.01%
772
-11,823
1408
$247K ﹤0.01%
+10,565
1409
$246K ﹤0.01%
+7,613
1410
$244K ﹤0.01%
13,216
-60,036
1411
$243K ﹤0.01%
+165,022
1412
$242K ﹤0.01%
+13,461
1413
$241K ﹤0.01%
57,700
-76,306
1414
$239K ﹤0.01%
+37,812
1415
$239K ﹤0.01%
79,308
+50,146
1416
$236K ﹤0.01%
7,720
-7,943
1417
$236K ﹤0.01%
+1,896
1418
$236K ﹤0.01%
17,849
-10,953
1419
$235K ﹤0.01%
2,538
-714
1420
$235K ﹤0.01%
5,181
-196,862
1421
$229K ﹤0.01%
11,010
+4,441
1422
$228K ﹤0.01%
643
-1,923
1423
$225K ﹤0.01%
32,681
+10,485
1424
$224K ﹤0.01%
+1,642
1425
$224K ﹤0.01%
+12,878
55 56
57
58 59