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
1476
$125K ﹤0.01%
+26,853
1477
$119K ﹤0.01%
8,391
-22,099
1478
$119K ﹤0.01%
45,432
-4,173
1479
$118K ﹤0.01%
42,373
-39,555
1480
$114K ﹤0.01%
3,703
-4,243
1481
$113K ﹤0.01%
+5,262
1482
$110K ﹤0.01%
+22,729
1483
$107K ﹤0.01%
+24,424
1484
$105K ﹤0.01%
14,731
-9,137
1485
$105K ﹤0.01%
24,933
-22,411
1486
$104K ﹤0.01%
1,179
-41
1487
$102K ﹤0.01%
34,401
-33,558
1488
$99K ﹤0.01%
+20,397
1489
$98K ﹤0.01%
24,469
-1,121
1490
$95K ﹤0.01%
18,153
-11,191
1491
$93K ﹤0.01%
16,786
-52,368
1492
$92K ﹤0.01%
+10,831
1493
$92K ﹤0.01%
+13,089
1494
$85K ﹤0.01%
+56,463
1495
$76K ﹤0.01%
50,365
-38,707
1496
– –
0
1497
$72K ﹤0.01%
+20,568
1498
$71K ﹤0.01%
32,027
-1,634
1499
$66K ﹤0.01%
20,494
-50,271
1500
$65K ﹤0.01%
38,132
-16,826
58 59
60
61 62