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
1326
$367K 0.01%
+23,479
1327
$367K 0.01%
47,805
-23,240
1328
$366K 0.01%
2,687
-109,591
1329
$366K 0.01%
19,099
+4,652
1330
$366K 0.01%
44,590
-26,164
1331
$362K 0.01%
8,334
-216,235
1332
$359K 0.01%
1,362
-5,255
1333
$353K 0.01%
3,507
-14,959
1334
$350K ﹤0.01%
+20,218
1335
$349K ﹤0.01%
15,045
-32,843
1336
$346K ﹤0.01%
47,932
-4,034
1337
$345K ﹤0.01%
+16,409
1338
$341K ﹤0.01%
14,553
-20,809
1339
$338K ﹤0.01%
2,541
-251,701
1340
$337K ﹤0.01%
127,627
-69,079
1341
$337K ﹤0.01%
+13,242
1342
$337K ﹤0.01%
4,400
-2,474
1343
$335K ﹤0.01%
3,439
-3,352
1344
$331K ﹤0.01%
9,331
-1,562
1345
$331K ﹤0.01%
+2,959
1346
$330K ﹤0.01%
26,628
-17,643
1347
$330K ﹤0.01%
3,243
-7,622
1348
$329K ﹤0.01%
+28,403
1349
$327K ﹤0.01%
+16,684
1350
$327K ﹤0.01%
29,605
-4,578
52 53
54
55 56