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
251
$12.7M 0.12%
159,834
-270,956
252
$12.6M 0.12%
+901,985
253
$12.6M 0.12%
427,597
-673,344
254
$12.5M 0.11%
214,195
-1,011,613
255
$12.4M 0.11%
231,111
+77,526
256
$12.3M 0.11%
+275,050
257
$12.3M 0.11%
234,254
-582,984
258
$12.2M 0.11%
149,913
-79,752
259
$12.1M 0.11%
570,452
+447,064
260
$11.9M 0.11%
361,029
+218,974
261
$11.9M 0.11%
164,233
-333,377
262
$11.8M 0.11%
+712,272
263
$11.8M 0.11%
207,564
-121,778
264
$11.7M 0.11%
121,107
+65,747
265
$11.7M 0.11%
28,951
+11,503
266
$11.4M 0.11%
356,816
-1,602,762
267
$11.3M 0.1%
70,374
+57,979
268
$11.2M 0.1%
218,847
+102,444
269
$10.9M 0.1%
+191,490
270
$10.4M 0.1%
+222,425
271
$10.4M 0.1%
628,260
+189,636
272
$9.99M 0.09%
300,892
-496,438
273
$9.86M 0.09%
244,747
-676,023
274
$9.81M 0.09%
810,750
-157,650
275
$9.61M 0.09%
+426,444
9 10
11
12 13