WG
Winton Group Portfolio holdings
AUM
$1.96B
This Quarter Return
-1.22%
1 Year Return
+30.2%
3 Year Return
+112.22%
5 Year Return
+251.53%
10 Year Return
+656.5%
AUM
$10.9B
AUM Growth
+$10.9B
(-13%)
Cap. Flow
-$1.49B
Cap. Flow
% of AUM
-13.71%
Top 10 Holdings %
Top 10 Hldgs %
10.52%
Holding
430
New
30
Increased
159
Reduced
170
Closed
71
Top Buys
| 1 |
Automatic Data Processing
ADP
|
$63.6M |
| 2 |
Procter & Gamble
PG
|
$62.4M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$57.5M |
| 4 |
Cardinal Health
CAH
|
$53.6M |
| 5 |
Travelers Companies
TRV
|
$51M |
Top Sells
| 1 |
AT&T
T
|
$108M |
| 2 |
IBM
IBM
|
$82.6M |
| 3 |
DTV
DIRECTV COM STK (DE)
DTV
|
$79.2M |
| 4 |
POM
PEPCO HOLDINGS, INC.
POM
|
$70.7M |
| 5 |
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% |