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
51
$59.3M 0.54%
7,289,530
+224,540
52
$58.5M 0.54%
2,100,480
+626,770
53
$57.9M 0.53%
89,143
-20,448
54
$57.3M 0.53%
373,378
+138,022
55
$57.3M 0.53%
655,764
+84,138
56
$56.5M 0.52%
426,639
+239,176
57
$56.4M 0.52%
901,058
-268,243
58
$56.3M 0.52%
496,874
+58,088
59
$56.1M 0.52%
1,293,252
+103,312
60
$55.7M 0.51%
822,447
-110,656
61
$54.9M 0.5%
1,015,648
+911,108
62
$54.7M 0.5%
108,850,240
-23,327,480
63
$52.7M 0.48%
677,842
+367,879
64
$50.9M 0.47%
859,798
+46,317
65
$50.8M 0.47%
683,123
+8,553
66
$50.8M 0.47%
1,035,856
+273,642
67
$50.1M 0.46%
972,636
+126,674
68
$49.8M 0.46%
805,232
-1,009,619
69
$49.7M 0.46%
1,233,557
-453,867
70
$49M 0.45%
863,835
+689,044
71
$48.5M 0.45%
738,501
+491,139
72
$48.3M 0.44%
1,532,703
+1,061,245
73
$48M 0.44%
936,418
-512,965
74
$48M 0.44%
981,935
+704,178
75
$47.3M 0.43%
2,000,844
+1,884,561
1 2
3
4 5