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
1526
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-82,662
1527
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-22,809
1528
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-18,748
1529
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-21,649
1530
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1531
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-17,049
1532
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-3,693
1533
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-11,852
1534
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-14,010
1535
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-21,240
1536
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-23,838
1537
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-120,275
1538
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-23,990
1539
– –
-1,854
1540
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-99,732
1541
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-50,957
1542
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-26,524
1543
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-1,991,192
1544
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-34,116
1545
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-3,083
1546
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-1,031
1547
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-3,984
1548
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-467,709
1549
– –
-27,731
1550
– –
-6,606
60 61
62
63 64