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
$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
151
$27.9M 0.26%
545,375
-157,333
152
$27.9M 0.26%
172,334
-249,926
153
$27.7M 0.25%
+589,970
154
$27.3M 0.25%
1,174,856
-159,285
155
$27.1M 0.25%
672,483
-381,357
156
$27.1M 0.25%
480,846
-146,275
157
$26.9M 0.25%
484,065
+336,029
158
$26.6M 0.24%
19,852
-9,321
159
$26.4M 0.24%
154,631
-329,137
160
$26.4M 0.24%
1,272,884
+1,142,502
161
$26.3M 0.24%
455,932
-32,363
162
$26.2M 0.24%
2,651,089
-1,130,090
163
$26.2M 0.24%
327,766
-308,618
164
$25.8M 0.24%
1,719,892
-2,954,152
165
$25.6M 0.24%
1,069,952
-217,008
166
$25.3M 0.23%
447,107
-1,065,048
167
$25.1M 0.23%
140,726
-66,496
168
$24.9M 0.23%
635,060
-370,728
169
$24.6M 0.23%
119,600
+10,692
170
$24M 0.22%
266,124
-52,040
171
$23.8M 0.22%
368,346
-408,891
172
$23.6M 0.22%
135,072
+94,237
173
$23.3M 0.21%
224,363
+189,731
174
$23.2M 0.21%
470,593
-70,707
175
$23.1M 0.21%
247,713
+187,713
5 6
7
8 9