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
1551
– –
-596,037
1552
– –
-7,331
1553
– –
-10,591
1554
– –
-11,838
1555
– –
-570,392
1556
– –
-12,937
1557
– –
-88,679
1558
– –
-14,371
1559
– –
-4,684
1560
– –
-361,080
1561
– –
-31,467
1562
– –
-88,203
1563
– –
-61,780
1564
– –
-16,279
1565
– –
-399,060
1566
– –
-17,901
1567
– –
-49,562
1568
– –
-40,452
1569
– –
-5,276
1570
– –
-6,889
1571
– –
-87,825
1572
– –
-528
1573
– –
-4,637
1574
– –
-26,251
1575
– –
-29,980
61 62
63
64 65