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
1826
– –
-467,709
1827
– –
-42,364
1828
– –
-11,838
1829
– –
-570,392
1830
– –
-6,545
1831
– –
-43,634
1832
– –
-390,996
1833
– –
-9,300
1834
– –
-49,056
1835
– –
-75,532
1836
– –
-2,640
1837
– –
-34,176
1838
– –
-3,386
1839
– –
-141,697
1840
– –
-92,887
1841
– –
-56,809
1842
– –
-26,222
1843
– –
-54,687
1844
– –
-43,571
1845
– –
-17,335
1846
– –
-35,990
1847
– –
-115,748
1848
– –
-50,246
1849
– –
-48,922
1850
– –
-29,461
72 73
74
75 76