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
1676
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-21,649
1677
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1678
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-113,233
1679
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-16,151
1680
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1681
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-153,035
1682
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-3,171
1683
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-12,012
1684
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-22,335
1685
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-17,049
1686
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-3,693
1687
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-11,852
1688
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-53,659
1689
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-111,184
1690
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-162,154
1691
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-46,346
1692
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-23,990
1693
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-1,854
1694
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-36,163
1695
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-12,019
1696
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-31,910
1697
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-53,278
1698
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-2,791
1699
– –
-99,732
1700
– –
-29,384
66 67
68
69 70