WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.84%
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 12.44%
4 Consumer Discretionary 11.51%
5 Technology 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
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-1,119
1527
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-26,348
1528
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-70,540
1529
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-880
1530
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-49,056
1531
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-12,954
1532
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-20,782
1533
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-7,355
1534
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-27,582
1535
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-14,998
1536
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-141,697
1537
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-33,297
1538
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-274,955
1539
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-46,375
1540
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-893
1541
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-82,671
1542
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-11,990
1543
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-11,486
1544
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-32,395
1545
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-28,241
1546
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-31,179
1547
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-68,351
1548
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-31,747
1549
– –
-7,849
1550
– –
-26,222
60 61
62
63 64