WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
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 12.24%
4 Consumer Discretionary 11.51%
5 Technology 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
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-284,108
1652
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-1,286,799
1653
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-449,408
1654
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-31,936
1655
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-7,844
1656
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-64,238
1657
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-74,214
1658
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-9,106
1659
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-201,908
1660
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-76,620
1661
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-5,482
1662
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-188,702
1663
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-13,864
1664
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-1,376
1665
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-137,156
1666
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-39,517
1667
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-981,262
1668
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-38,437
1669
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-545,219
1670
– –
-9,613
1671
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-28,407
1672
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-11,138
1673
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-82,662
1674
– –
-22,809
1675
– –
-18,748
65 66
67
68 69