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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
1776
– –
-542,802
1777
– –
-120,411
1778
– –
-13,518
1779
– –
-48,329
1780
– –
-30,131
1781
– –
-150,529
1782
– –
-1,472
1783
– –
-105,606
1784
– –
-2,013
1785
– –
-20,873
1786
– –
-1,495
1787
– –
-4,018
1788
– –
-6,707
1789
– –
-11,016
1790
– –
-14,939
1791
– –
-194,505
1792
– –
-137,156
1793
– –
-39,517
1794
– –
-545,219
1795
– –
-3,693
1796
– –
-14,010
1797
– –
-11,250
1798
– –
-2,398
1799
– –
-96,726
1800
– –
-220,677
70 71
72
73 74