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
1551
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-27,129
1552
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-7,300
1553
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-14,975
1554
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-37,177
1555
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1556
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-5,485
1557
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-171,629
1558
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-6,606
1559
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-43,532
1560
– –
-98,724
1561
– –
-89,486
1562
– –
-207,505
1563
– –
-72,398
1564
– –
-54,687
1565
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-43,571
1566
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-17,335
1567
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-35,990
1568
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-10,071
1569
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-44,219
1570
– –
-6,728,235
1571
– –
-2,024
1572
– –
-37,709
1573
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-15,452
1574
– –
-94,716
1575
– –
-10,207
61 62
63
64 65