WG

Winton Group Portfolio holdings

AUM $1.96B
1-Year Est. Return 30.2%
This Quarter Est. Return
1 Year Est. Return
+30.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
-$1.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$63.6M
2
+$62.4M
3
+$57.5M
4
CAH icon
Cardinal Health
CAH
+$53.6M
5
TRV icon
Travelers Companies
TRV
+$51M

Top Sells

1
+$108M
2
+$82.6M
3
+$79.2M
4
POM
PEPCO HOLDINGS, INC.
POM
+$70.7M
5
UNM icon
Unum
UNM
+$70.1M

Sector Composition

1 Financials 21.3%
2 Technology 17.73%
3 Consumer Discretionary 17.71%
4 Healthcare 11.35%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16.2M 0.15%
173,639
+52,307
227
$16.2M 0.15%
536,740
+511,587
228
$16.1M 0.15%
190,582
-144,386
229
$15.9M 0.15%
+237,285
230
$15.6M 0.14%
256,166
+46,087
231
$15.6M 0.14%
+331,694
232
$15.4M 0.14%
245,241
-152,241
233
$15.4M 0.14%
173,471
-229,222
234
$15.3M 0.14%
594,284
+103,355
235
$15.2M 0.14%
420,499
-4,263
236
$14.7M 0.14%
491,013
+350,546
237
$14.6M 0.13%
930,537
-69,006
238
$14.6M 0.13%
91,846
+22,689
239
$14.5M 0.13%
235,216
+200,064
240
$14.4M 0.13%
194,231
+77,895
241
$14.4M 0.13%
133,059
-126,160
242
$14.2M 0.13%
+133,125
243
$13.9M 0.13%
493,980
+211,822
244
$13.8M 0.13%
119,403
+26,324
245
$13.8M 0.13%
186,012
+94,344
246
$13.7M 0.13%
662,095
+156,465
247
$13.4M 0.12%
183,305
+58,187
248
$13.4M 0.12%
357,950
-58,284
249
$13.2M 0.12%
612,262
+308,761
250
$12.9M 0.12%
1,002,200
-137,603
8 9
10
11 12