WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.6B
AUM Growth
+$4.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$67.2M
3
+$66.6M
4
GD icon
General Dynamics
GD
+$66.5M
5
EMC
EMC CORPORATION
EMC
+$65.3M

Top Sells

1
+$44.6M
2
+$33.9M
3
+$30.7M
4
CAH icon
Cardinal Health
CAH
+$28.1M
5
RTN
Raytheon Company
RTN
+$27.1M

Sector Composition

1 Financials 19.42%
2 Technology 17.74%
3 Consumer Discretionary 14.77%
4 Industrials 10.74%
5 Healthcare 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-16,379
402
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403
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-88,128
404
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-36,419
405
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-8,463
406
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-50,315
407
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-19,792
408
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-7,410
409
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-12,519
410
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-4,254
411
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-11,586
412
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-17,250
413
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-6,643
414
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-6,037
415
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-30,113
416
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-20,933
417
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-32,999
418
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-18,691
419
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-2,875
420
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-20,986
421
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-18,428
422
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-66,180
423
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-31,624
424
– –
-17,242
425
– –
-4,520
15 16
17
18 19