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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
1651
– –
-30,935
1652
– –
-26,740
1653
– –
-236,592
1654
– –
-3,992
1655
– –
-9,751
1656
– –
-11,170
1657
– –
-93,792
1658
– –
-48,040
1659
– –
-9,928
1660
– –
-22,756
1661
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-8,278
1662
– –
-12,135
1663
– –
-497,603
1664
– –
-14,141
1665
– –
-18,527
1666
– –
-163,786
1667
– –
-31,525
1668
– –
-24,775
1669
– –
-153,062
1670
– –
-63,753
1671
– –
-47,055
1672
– –
-30,196
1673
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-284,108
1674
– –
-1,286,799
1675
– –
-449,408
65 66
67
68 69