WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
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
– –
-3,171
1852
– –
-12,012
1853
– –
-22,335
1854
– –
-11,250
1855
– –
-20,254
1856
– –
-6,281
1857
– –
-18,573
1858
– –
-27,311
1859
– –
-107,268
1860
– –
-22,077
1861
– –
-53,659
1862
– –
-111,184
1863
– –
-162,154
1864
– –
-46,346
1865
– –
-36,163
1866
– –
-12,019
1867
– –
-31,910
1868
– –
-53,278
1869
– –
-2,791
1870
– –
-29,384
1871
– –
-5,184
1872
– –
-15,021
1873
– –
-8,680
1874
– –
-9,508
1875
– –
-5,409
73 74
75
76 77