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
151
$12.7M 0.18%
365,687
-540,289
152
$12.7M 0.18%
133,123
+126,917
153
$12.6M 0.18%
114,022
-27,161
154
$12.6M 0.18%
109,505
+106,333
155
$12.6M 0.18%
352,059
+49,248
156
$12.6M 0.18%
10,547
-34,896
157
$12.5M 0.18%
481,444
-244,941
158
$12.5M 0.17%
32,005
+8,065
159
$12.4M 0.17%
169,048
-291,056
160
$12.4M 0.17%
136,510
+11,537
161
$12.3M 0.17%
583,718
+490,124
162
$12.3M 0.17%
80,861
+11,557
163
$12.3M 0.17%
141,579
-225,257
164
$12.2M 0.17%
693,411
+625,051
165
$12.2M 0.17%
156,544
-283,653
166
$12.2M 0.17%
137,319
-323,535
167
$12.2M 0.17%
61,729
-141,763
168
$12.2M 0.17%
+89,132
169
$12.2M 0.17%
337,192
+327,333
170
$12.1M 0.17%
181,060
-336,780
171
$12.1M 0.17%
186,973
+161,371
172
$12.1M 0.17%
247,631
+209,893
173
$12.1M 0.17%
293,057
+238,051
174
$11.9M 0.17%
713,550
+671,600
175
$11.9M 0.17%
836,460
+808,720
5 6
7
8 9