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
201
$11.1M 0.16%
71,400
-8,256
202
$11.1M 0.16%
32,653
-44,707
203
$11M 0.15%
64,751
+62,063
204
$11M 0.15%
222,917
+195,241
205
$11M 0.15%
+302,758
206
$11M 0.15%
449,806
+424,527
207
$10.9M 0.15%
13,657
-9,157
208
$10.9M 0.15%
766,907
+601,415
209
$10.8M 0.15%
+534,702
210
$10.8M 0.15%
108,187
+68,416
211
$10.8M 0.15%
234,217
+228,466
212
$10.7M 0.15%
174,743
+68,692
213
$10.7M 0.15%
95,393
-293,081
214
$10.7M 0.15%
210,098
-117,514
215
$10.7M 0.15%
117,984
-39,425
216
$10.6M 0.15%
60,311
+38,334
217
$10.6M 0.15%
266,050
+203,852
218
$10.6M 0.15%
77,570
-33,976
219
$10.6M 0.15%
205,436
-214,615
220
$10.5M 0.15%
124,821
+88,783
221
$10.5M 0.15%
527,011
+112,014
222
$10.5M 0.15%
264,447
+158,178
223
$10.5M 0.15%
409,079
+359,251
224
$10.4M 0.15%
+86,670
225
$10.4M 0.15%
+59,910
7 8
9
10 11