WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
-$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,138
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$14M
3
+$13M
4
SCHW icon
Charles Schwab
SCHW
+$12.6M
5
HIG icon
Hartford Financial Services
HIG
+$12.2M

Top Sells

1
+$23M
2
+$16.8M
3
+$15.8M
4
CAT icon
Caterpillar
CAT
+$15.3M
5
CTXS
Citrix Systems Inc
CTXS
+$13.7M

Sector Composition

1 Financials 21.86%
2 Consumer Discretionary 12.47%
3 Healthcare 10.12%
4 Industrials 9.94%
5 Technology 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.81M 0.12%
25,806
+15,793
227
$1.78M 0.12%
+41,072
228
$1.78M 0.12%
4,439
-1,596
229
$1.76M 0.12%
16,188
-17,336
230
$1.76M 0.11%
+5,757
231
$1.76M 0.11%
33,619
-2,934
232
$1.75M 0.11%
20,729
+3,218
233
$1.75M 0.11%
37,899
-16,116
234
$1.75M 0.11%
9,934
-4,043
235
$1.75M 0.11%
15,545
+1,336
236
$1.74M 0.11%
11,056
-1,885
237
$1.74M 0.11%
36,470
+9,400
238
$1.74M 0.11%
60,788
+7,924
239
$1.73M 0.11%
46,366
-5,306
240
$1.73M 0.11%
41,970
-5,240
241
$1.73M 0.11%
107,996
-17,984
242
$1.73M 0.11%
7,966
-6,860
243
$1.72M 0.11%
33,031
-1,491
244
$1.72M 0.11%
103,355
+5,733
245
$1.71M 0.11%
34,800
+3,742
246
$1.7M 0.11%
+12,676
247
$1.7M 0.11%
99,066
+83,265
248
$1.7M 0.11%
75,213
-37,828
249
$1.69M 0.11%
21,733
-8,409
250
$1.68M 0.11%
44,729
+7,459
8 9
10
11 12