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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
1726
– –
-15,021
1727
– –
-8,680
1728
– –
-9,508
1729
– –
-5,409
1730
– –
-4,942
1731
– –
-76,399
1732
– –
-4,042
1733
– –
-32,284
1734
– –
-93,023
1735
– –
-68,471
1736
– –
-13,168
1737
– –
-5,260
1738
– –
-44,894
1739
– –
-40,426
1740
– –
-10,302
1741
– –
-133
1742
– –
-10,388
1743
– –
-28,837
1744
– –
-107,454
1745
– –
-796,551
1746
– –
-12,937
1747
– –
-88,679
1748
– –
-14,371
1749
– –
-4,684
1750
– –
-361,080
68 69
70
71 72