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
901
$1.51M 0.02%
+8,417
902
$1.5M 0.02%
26,427
-7,890
903
$1.5M 0.02%
45,725
+5,443
904
$1.5M 0.02%
134,590
+123,695
905
$1.5M 0.02%
363,095
+327,377
906
$1.49M 0.02%
54,787
+17,975
907
$1.49M 0.02%
149,477
+127,165
908
$1.49M 0.02%
24,068
+5,006
909
$1.49M 0.02%
114,285
+2,289
910
$1.49M 0.02%
47,065
+11,932
911
$1.49M 0.02%
17,328
-134,027
912
$1.48M 0.02%
+94,453
913
$1.48M 0.02%
117,213
+102,677
914
$1.47M 0.02%
37,085
+1,892
915
$1.47M 0.02%
98,693
+32,158
916
$1.46M 0.02%
178,780
-29,530
917
$1.46M 0.02%
29,845
+15,402
918
$1.46M 0.02%
181,669
+84,081
919
$1.45M 0.02%
20,793
+1,379
920
$1.44M 0.02%
18,615
-2,707
921
$1.44M 0.02%
21,723
+4,672
922
$1.44M 0.02%
+105,067
923
$1.44M 0.02%
21,460
-605,100
924
$1.44M 0.02%
50,192
-6,472
925
$1.43M 0.02%
75,731
+22,030
35 36
37
38 39