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
1426
$223K ﹤0.01%
31,449
-7,162
1427
$222K ﹤0.01%
28,586
+17,427
1428
$221K ﹤0.01%
+4,902
1429
$219K ﹤0.01%
1,042
-899
1430
$219K ﹤0.01%
+27,004
1431
$215K ﹤0.01%
97,749
-33,529
1432
$214K ﹤0.01%
1,478
-21
1433
$214K ﹤0.01%
18,582
-27,139
1434
$213K ﹤0.01%
6,695
-6,873
1435
$210K ﹤0.01%
19,588
-13,546
1436
$210K ﹤0.01%
13,031
-34,492
1437
$209K ﹤0.01%
3,538
-75,492
1438
$208K ﹤0.01%
+7,979
1439
$206K ﹤0.01%
92,853
-9,432
1440
$204K ﹤0.01%
15,330
+2,010
1441
$202K ﹤0.01%
18,057
+3,646
1442
$200K ﹤0.01%
22,295
+3,819
1443
$197K ﹤0.01%
13,277
-18,563
1444
$196K ﹤0.01%
+43,695
1445
$194K ﹤0.01%
80,221
-20,864
1446
$190K ﹤0.01%
1,926
-6,098
1447
$185K ﹤0.01%
97,879
+44,696
1448
$183K ﹤0.01%
+10,430
1449
$182K ﹤0.01%
5,875
+534
1450
$179K ﹤0.01%
+22,808
56 57
58
59 60