WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
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
+$20M
2
+$18.6M
3
+$18.4M
4
PNW icon
Pinnacle West Capital
PNW
+$18.3M
5
AEE icon
Ameren
AEE
+$17.6M

Top Sells

1
+$75.9M
2
+$73.3M
3
+$65.9M
4
CSCO icon
Cisco
CSCO
+$64.5M
5
SBUX icon
Starbucks
SBUX
+$58.2M

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
476
$4.89M 0.07%
+195,049
477
$4.88M 0.07%
129,604
+114,850
478
$4.88M 0.07%
42,523
-27,008
479
$4.87M 0.07%
61,622
-20,847
480
$4.86M 0.07%
153,397
+125,991
481
$4.86M 0.07%
30,633
-10,939
482
$4.84M 0.07%
305,074
-3,285,215
483
$4.83M 0.07%
332,983
+61,799
484
$4.83M 0.07%
+73,743
485
$4.82M 0.07%
215,735
+114,839
486
$4.8M 0.07%
112,034
+79,202
487
$4.75M 0.07%
91,621
+54,015
488
$4.75M 0.07%
+262,043
489
$4.75M 0.07%
28,028
-108,666
490
$4.74M 0.07%
103,059
+84,117
491
$4.73M 0.07%
112,900
+16,089
492
$4.71M 0.07%
118,509
-622,070
493
$4.71M 0.07%
193,006
-132,566
494
$4.68M 0.07%
123,618
+57,996
495
$4.68M 0.07%
23,182
+12,410
496
$4.66M 0.07%
+91,897
497
$4.65M 0.07%
290,862
+9,185
498
$4.65M 0.07%
+157,287
499
$4.64M 0.07%
884,693
+698,116
500
$4.63M 0.07%
24,641
+12,036
18 19
20
21 22