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WG

Winton Group Portfolio holdings

AUM $2.85B
1-Year Est. Return 30.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.73%
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 12.46%
4 Consumer Discretionary 11.51%
5 Technology 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$62K ﹤0.01%
4,491
-1,891
1502
$61K ﹤0.01%
+738
1503
$60K ﹤0.01%
4
-6
1504
$57K ﹤0.01%
+2,617
1505
$50K ﹤0.01%
+35,819
1506
$50K ﹤0.01%
19,115
-4,464
1507
$47K ﹤0.01%
+11,044
1508
$47K ﹤0.01%
+12,829
1509
$46K ﹤0.01%
+12,790
1510
$43K ﹤0.01%
2,322
-621
1511
$38K ﹤0.01%
11,688
-12,336
1512
$31K ﹤0.01%
+23,147
1513
$17K ﹤0.01%
+136
1514
$16K ﹤0.01%
292
-1,182
1515
– –
-14,955
1516
– –
-271,159
1517
– –
-622
1518
– –
-12,872
1519
– –
-13,600
1520
– –
-7,101
1521
– –
-12,464
1522
– –
-5,883
1523
– –
-83
1524
– –
-98,394
1525
– –
-13,730
59 60
61
62 63