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
201
$19.4M 0.18%
1,004,455
+346,295
202
$19.1M 0.18%
1,753,182
+1,027,809
203
$18.9M 0.17%
151,543
-156,115
204
$18.7M 0.17%
1,656,287
-1,091,107
205
$18.7M 0.17%
204,024
+94,889
206
$18.7M 0.17%
153,435
+89,149
207
$18.7M 0.17%
1,244,141
-1,458,988
208
$18.7M 0.17%
556,224
-300,585
209
$18.6M 0.17%
336,067
+87,138
210
$18.4M 0.17%
173,833
+152,763
211
$18.2M 0.17%
245,830
-251,651
212
$18.2M 0.17%
485,625
-406,047
213
$17.8M 0.16%
923,724
-513,804
214
$17.8M 0.16%
269,143
+45,285
215
$17.7M 0.16%
275,735
-234,615
216
$17.6M 0.16%
454,539
-118,303
217
$17.4M 0.16%
142,370
-52,504
218
$17.4M 0.16%
50,199
+49,157
219
$17.3M 0.16%
493,840
-197,411
220
$17.1M 0.16%
294,911
+212,210
221
$16.8M 0.15%
479,024
+105,063
222
$16.7M 0.15%
1,025,190
+471,519
223
$16.6M 0.15%
1,099,680
+573,615
224
$16.3M 0.15%
249,610
+12,054
225
$16.2M 0.15%
136,388
-42,079
7 8
9
10 11