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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
1626
– –
-91,105
1627
– –
-6,728,235
1628
– –
-2,024
1629
– –
-37,709
1630
– –
-15,452
1631
– –
-94,716
1632
– –
-10,207
1633
– –
-47,532
1634
– –
-147,041
1635
– –
-3,793
1636
– –
-95,081
1637
– –
-6,983
1638
– –
-148,975
1639
– –
-444,570
1640
– –
-88,203
1641
– –
-61,780
1642
– –
-16,442
1643
– –
-569,596
1644
– –
-63,148
1645
– –
-37,300
1646
– –
-886,168
1647
– –
-5,065
1648
– –
-23,211
1649
– –
-205,745
1650
– –
-18,950
64 65
66
67 68