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
1551
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1552
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1553
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-75,751
1554
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1555
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1556
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-88,208
1557
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-1,841
1558
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-1,119
1559
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-26,348
1560
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-464,288
1561
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-936
1562
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-70,540
1563
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-880
1564
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-75,532
1565
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-2,640
1566
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-34,176
1567
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-3,386
1568
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-21,690
1569
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-11,237
1570
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-12,954
1571
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-20,782
1572
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-7,355
1573
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-27,582
1574
– –
-14,998
1575
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-141,697
61 62
63
64 65