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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
1801
– –
-1,840
1802
– –
-11,255
1803
– –
-2,437
1804
– –
-32,037
1805
– –
-21,589
1806
– –
-880
1807
– –
-109,175
1808
– –
-78,426
1809
– –
-4,984
1810
– –
-201,831
1811
– –
-16,579
1812
– –
-19,898
1813
– –
-65,096
1814
– –
-18,960
1815
– –
-22,148
1816
– –
-25,678
1817
– –
-21,885
1818
– –
-13,142
1819
– –
-4,115
1820
– –
-8,152
1821
– –
-107,268
1822
– –
-36,163
1823
– –
-29,384
1824
– –
-5,184
1825
– –
-3,984
71 72
73
74 75