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
1451
$178K ﹤0.01%
14,112
-12,850
1452
$174K ﹤0.01%
24,399
+2,405
1453
$172K ﹤0.01%
16,871
-41,386
1454
$170K ﹤0.01%
+16,802
1455
$168K ﹤0.01%
64,046
+40,194
1456
$168K ﹤0.01%
16,543
+3,787
1457
$167K ﹤0.01%
+8,229
1458
$165K ﹤0.01%
+120,961
1459
$165K ﹤0.01%
+19,172
1460
$165K ﹤0.01%
+999
1461
$161K ﹤0.01%
1,884
-59
1462
$161K ﹤0.01%
+59,628
1463
$160K ﹤0.01%
5,174
-294
1464
$157K ﹤0.01%
39,346
-24,625
1465
$156K ﹤0.01%
40,723
+28,158
1466
$156K ﹤0.01%
75,815
-10,758
1467
$153K ﹤0.01%
13,318
-904
1468
$149K ﹤0.01%
25,041
-30,120
1469
$146K ﹤0.01%
+17,406
1470
$145K ﹤0.01%
47,434
+1,054
1471
$145K ﹤0.01%
+23,956
1472
$143K ﹤0.01%
53,734
-86,077
1473
$142K ﹤0.01%
+159,351
1474
$135K ﹤0.01%
+13,725
1475
$125K ﹤0.01%
22,080
+3,813
57 58
59
60 61