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
$10.9B
AUM Growth
-$1.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$67.6M
2
+$64.2M
3
+$60.3M
4
CAH icon
Cardinal Health
CAH
+$56.5M
5
TRV icon
Travelers Companies
TRV
+$54M

Top Sells

1
+$104M
2
+$85.4M
3
+$79.2M
4
POM
PEPCO HOLDINGS, INC.
POM
+$70.7M
5
VZ icon
Verizon
VZ
+$70.5M

Sector Composition

1 Financials 21.3%
2 Consumer Discretionary 17.71%
3 Technology 17.08%
4 Healthcare 11.35%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-70,987
402
– –
-55,580
403
– –
-9,444
404
– –
-283,342
405
– –
-4,063
406
– –
-47,401
407
– –
-184,283
408
– –
-579,238
409
– –
-114,106
410
– –
-17,929
411
– –
-58,489
412
– –
-38,651
413
– –
-213,660
414
– –
-931,145
415
– –
-395,392
416
– –
-279,397
417
– –
-542,194
418
– –
-676,584
419
– –
-604,625
420
– –
-301,796
421
– –
-603,493
422
– –
-2,635,019
423
– –
-8,885
424
– –
-171,061
425
– –
-126,066
14 15 16
17
18