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
1651
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-16,151
1652
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1653
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-153,035
1654
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1655
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1656
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1657
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1658
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1659
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-11,852
1660
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-11,250
1661
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-20,254
1662
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-6,281
1663
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-18,573
1664
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-27,311
1665
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-21,240
1666
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-107,268
1667
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-22,077
1668
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-23,838
1669
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-120,275
1670
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-23,990
1671
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-1,854
1672
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-36,163
1673
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-12,019
1674
– –
-31,910
1675
– –
-53,278
65 66
67
68 69