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
176
$11.9M 0.17%
518,916
+188,489
177
$11.9M 0.17%
45,511
+25,602
178
$11.9M 0.17%
168,106
+120,968
179
$11.9M 0.17%
376,559
+9,991
180
$11.9M 0.17%
74,553
+51,781
181
$11.8M 0.17%
54,003
+41,248
182
$11.8M 0.17%
1,997,880
+711,800
183
$11.7M 0.16%
60,415
+42,640
184
$11.7M 0.16%
+626,041
185
$11.7M 0.16%
77,887
+15,989
186
$11.7M 0.16%
271,992
-95,266
187
$11.7M 0.16%
123,347
+93,321
188
$11.6M 0.16%
303,393
+245,905
189
$11.5M 0.16%
+297,178
190
$11.5M 0.16%
239,649
-1,387,780
191
$11.4M 0.16%
373,734
+100,307
192
$11.4M 0.16%
35,432
-7,784
193
$11.4M 0.16%
135,753
+108,477
194
$11.3M 0.16%
163,990
+144,430
195
$11.3M 0.16%
119,248
+87,912
196
$11.2M 0.16%
219,050
-91,000
197
$11.2M 0.16%
+211,782
198
$11.1M 0.16%
130,228
+71,886
199
$11.1M 0.16%
236,631
+189,682
200
$11.1M 0.16%
330,797
-146,107
6 7
8
9 10