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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
1551
– –
-27,582
1552
– –
-14,998
1553
– –
-46,375
1554
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-893
1555
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-82,671
1556
– –
-11,990
1557
– –
-11,486
1558
– –
-32,395
1559
– –
-68,351
1560
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-31,747
1561
– –
-7,849
1562
– –
-8,895
1563
– –
-27,129
1564
– –
-7,300
1565
– –
-14,975
1566
– –
-37,177
1567
– –
-21,348
1568
– –
-5,485
1569
– –
-171,629
1570
– –
-6,606
1571
– –
-43,532
1572
– –
-98,724
1573
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-89,486
1574
– –
-207,505
1575
– –
-72,398
61 62
63
64 65