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
1676
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-2,791
1677
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-99,732
1678
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-29,384
1679
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1680
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-1,991,192
1681
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-34,116
1682
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-3,083
1683
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-1,031
1684
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-3,984
1685
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-467,709
1686
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-27,731
1687
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-15,021
1688
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-8,680
1689
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-9,508
1690
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-5,409
1691
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-4,942
1692
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-76,399
1693
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-4,042
1694
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-32,284
1695
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-93,023
1696
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-68,471
1697
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-13,168
1698
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-5,260
1699
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-44,894
1700
– –
-40,426
66 67
68
69 70