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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
1701
– –
-22,335
1702
– –
-17,049
1703
– –
-11,852
1704
– –
-20,254
1705
– –
-6,281
1706
– –
-18,573
1707
– –
-27,311
1708
– –
-21,240
1709
– –
-22,077
1710
– –
-23,838
1711
– –
-120,275
1712
– –
-53,659
1713
– –
-111,184
1714
– –
-162,154
1715
– –
-46,346
1716
– –
-23,990
1717
– –
-1,854
1718
– –
-12,019
1719
– –
-31,910
1720
– –
-53,278
1721
– –
-2,791
1722
– –
-99,732
1723
– –
-3,083
1724
– –
-1,031
1725
– –
-27,731
67 68
69
70 71