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
126
$13.9M 0.2%
125,005
-275,793
127
$13.9M 0.19%
717,796
-594,665
128
$13.9M 0.19%
47,142
+42,288
129
$13.7M 0.19%
+379,453
130
$13.7M 0.19%
773,668
+693,917
131
$13.6M 0.19%
64,134
+53,269
132
$13.6M 0.19%
91,288
+65,357
133
$13.6M 0.19%
61,725
+17,523
134
$13.5M 0.19%
144,348
-152,835
135
$13.5M 0.19%
85,539
-208,170
136
$13.5M 0.19%
301,032
+281,603
137
$13.5M 0.19%
773,694
-656,385
138
$13.4M 0.19%
607,382
+353,705
139
$13.4M 0.19%
627,377
+265,592
140
$13.4M 0.19%
501,037
-2,026,355
141
$13.3M 0.19%
91,023
+44,527
142
$13.1M 0.18%
220,736
-39,277
143
$13.1M 0.18%
294,981
+279,979
144
$13M 0.18%
369,065
+325,517
145
$12.9M 0.18%
524,944
-723,465
146
$12.8M 0.18%
384,775
+336,240
147
$12.7M 0.18%
11,149
-3,520
148
$12.7M 0.18%
139,678
+99,337
149
$12.7M 0.18%
26,156
-64,217
150
$12.7M 0.18%
144,857
-415,137
4 5
6
7 8