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
276
$9.53M 0.09%
231,753
-758,992
277
$9.53M 0.09%
184,846
+51,353
278
$9.51M 0.09%
495,016
-574,999
279
$9.49M 0.09%
235,197
+100,372
280
$9.48M 0.09%
94,074
-34,366
281
$9.33M 0.09%
474,601
-265,917
282
$8.85M 0.08%
207,932
+58,506
283
$8.71M 0.08%
+166,220
284
$8.7M 0.08%
151,263
+128,867
285
$8.63M 0.08%
103,769
-415,188
286
$8.6M 0.08%
46,618
+15,996
287
$8.29M 0.08%
571,652
-1,782,760
288
$8.2M 0.08%
117,425
+40,440
289
$8.17M 0.08%
191,553
-256,170
290
$8.14M 0.07%
+162,226
291
$8.14M 0.07%
174,761
-405,943
292
$7.99M 0.07%
207,159
-339,245
293
$7.92M 0.07%
119,625
+103,429
294
$7.84M 0.07%
74,511
-189,933
295
$7.65M 0.07%
114,979
+106,938
296
$7.57M 0.07%
398,018
-426,678
297
$7.25M 0.07%
239,777
+3,245
298
$7.01M 0.06%
161,328
-836,952
299
$6.99M 0.06%
177,098
+121,635
300
$6.73M 0.06%
+212,112
10 11
12
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