WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
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 12.44%
4 Consumer Discretionary 11.51%
5 Technology 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
– –
-2,640
1852
– –
-34,176
1853
– –
-3,386
1854
– –
-7,355
1855
– –
-27,582
1856
– –
-14,998
1857
– –
-46,375
1858
– –
-893
1859
– –
-82,671
1860
– –
-11,990
1861
– –
-11,486
1862
– –
-32,395
1863
– –
-207,505
1864
– –
-72,398
1865
– –
-31,439
1866
– –
-43,571
1867
– –
-17,335
1868
– –
-35,990
1869
– –
-10,071
1870
– –
-44,219
1871
– –
-17,063
1872
– –
-96,446
1873
– –
-115,748
1874
– –
-39,490
1875
– –
-426,367
73 74
75
76 77