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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
1526
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-25,765
1527
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-34,022
1528
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-68,948
1529
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0
1530
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-17,501
1531
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-5,257
1532
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-692
1533
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-1,318
1534
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-25,929
1535
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-14,698
1536
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-75,751
1537
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-712,940
1538
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-6,800
1539
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-88,208
1540
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-1,841
1541
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-1,119
1542
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1543
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-464,288
1544
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-936
1545
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-70,540
1546
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1547
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-11,237
1548
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1549
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-20,782
1550
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-7,355
60 61
62
63 64