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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
1851
– –
-2,499
1852
– –
-9,841
1853
– –
-32,445
1854
– –
-64,238
1855
– –
-5,482
1856
– –
-188,702
1857
– –
-153,035
1858
– –
-12,032
1859
– –
-546,565
1860
– –
-548,655
1861
– –
-10,508
1862
– –
-6,010
1863
– –
-10,790
1864
– –
-13,239
1865
– –
-21,753
1866
– –
-138,250
1867
– –
-3,749
1868
– –
-24,067
1869
– –
-33,989
1870
– –
-11,320
1871
– –
-13,672
1872
– –
-41,575
1873
– –
-15,265
1874
– –
-52,720
1875
– –
-152,016
73 74
75
76 77