We are live on ! Find out more
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
1751
– –
-31,467
1752
– –
-40,129
1753
– –
-86,571
1754
– –
-91,312
1755
– –
-739,122
1756
– –
-3,106
1757
– –
-6,006
1758
– –
-86,739
1759
– –
-399,060
1760
– –
-17,901
1761
– –
-49,562
1762
– –
-40,452
1763
– –
-5,276
1764
– –
-6,889
1765
– –
-87,825
1766
– –
-528
1767
– –
-11,698
1768
– –
-36,635
1769
– –
-4,637
1770
– –
-26,251
1771
– –
-29,980
1772
– –
-201,135
1773
– –
-104,033
1774
– –
-197,137
1775
– –
-10,712
69 70
71
72 73