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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
1676
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-31,936
1677
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-7,844
1678
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-74,214
1679
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-9,106
1680
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-201,908
1681
– –
-76,620
1682
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-3,694
1683
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-6,809
1684
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-13,864
1685
– –
-1,376
1686
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-981,262
1687
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-38,437
1688
– –
-9,613
1689
– –
-28,407
1690
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-11,138
1691
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-82,662
1692
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-22,809
1693
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-18,748
1694
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-21,649
1695
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-2,005
1696
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-113,233
1697
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-16,151
1698
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-215,262
1699
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-3,171
1700
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-12,012
66 67
68
69 70