WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
1701
– –
-16,782
1702
– –
-30,756
1703
– –
-7,963
1704
– –
-15,030
1705
– –
-2,846
1706
– –
-10,855
1707
– –
-9,344
1708
– –
-112,965
1709
– –
-2,345
1710
– –
-24,372
1711
– –
-11,448
1712
– –
-14,514
1713
– –
-73,843
1714
– –
-3,258
1715
– –
-16,240
1716
– –
-19,213
1717
– –
-5,786
1718
– –
-5,451
1719
– –
-4,488
1720
– –
-473,965
1721
– –
-50,284
1722
– –
-4,696
1723
– –
-70,046
1724
– –
-201,016
1725
– –
-5,955
67 68
69
70 71