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
1876
– –
-20,478
1877
– –
-36,639
1878
– –
-73,908
1879
– –
-221,540
1880
– –
-455,206
1881
– –
-91,984
1882
– –
-1,547
1883
– –
-1,593
1884
– –
-29,130
1885
– –
-14,687
1886
– –
-33,103
1887
– –
-13,309
1888
– –
-651,914
1889
– –
-14,672
1890
– –
-9,901
1891
– –
-213,935
1892
– –
-8,704
1893
– –
-9,604
1894
– –
-16,150
1895
– –
-14,447
1896
– –
-160,014
1897
– –
-53,547
1898
– –
-611,456
1899
– –
-42,488
1900
– –
-11,422
73 74 75
76
77