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
$8.46B
AUM Growth
+$3.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$60.8M
2
+$52M
3
+$51.4M
4
UAL icon
United Airlines
UAL
+$43.5M
5
GD icon
General Dynamics
GD
+$37.9M

Top Sells

1
+$38.2M
2
+$37.9M
3
+$33.7M
4
SYF icon
Synchrony
SYF
+$22.9M
5
APC
Anadarko Petroleum
APC
+$22.2M

Sector Composition

1 Technology 16.17%
2 Financials 14.51%
3 Industrials 12.25%
4 Real Estate 12.1%
5 Consumer Discretionary 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-27,193
1602
– –
-126,276
1603
– –
-8,091
1604
– –
-17,545
1605
– –
-10,270
1606
– –
-7,150
1607
– –
-17,781
1608
– –
-8,017
1609
– –
-12,759
1610
– –
-5,147
1611
– –
-123
1612
– –
-94,004
1613
– –
-195,437
1614
– –
-11,585
1615
– –
-5,261
1616
– –
-15,439
1617
– –
-74,691
1618
– –
-18,561
1619
– –
-50,936
1620
– –
-7,069
1621
– –
-314,305
1622
– –
-25,579
1623
– –
-39,872
1624
– –
-42,088
1625
– –
-165,901
63 64
65
66 67