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
$1.53B
AUM Growth
-$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,138
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$13.2M
3
+$13M
4
MTB icon
M&T Bank
MTB
+$13M
5
HIG icon
Hartford Financial Services
HIG
+$11.6M

Top Sells

1
+$20M
2
+$15.9M
3
+$15.7M
4
CAT icon
Caterpillar
CAT
+$13.7M
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 9.91%
5 Technology 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.67M 0.11%
64,962
-48,933
252
$1.67M 0.11%
33,370
-17,676
253
$1.67M 0.11%
55,679
+2,540
254
$1.67M 0.11%
7,773
-8,396
255
$1.65M 0.11%
3,069
-1,161
256
$1.65M 0.11%
9,499
-6,335
257
$1.64M 0.11%
64,346
+34,908
258
$1.63M 0.11%
20,058
-3,047
259
$1.63M 0.11%
20,270
-2,445
260
$1.63M 0.11%
11,832
-22,362
261
$1.62M 0.11%
7,230
+1,873
262
$1.61M 0.11%
31,762
+182
263
$1.61M 0.1%
19,078
+6,045
264
$1.6M 0.1%
5,539
-12,597
265
$1.6M 0.1%
12,009
-5,245
266
$1.59M 0.1%
7,893
+737
267
$1.59M 0.1%
4,810
+2,032
268
$1.58M 0.1%
34,158
-4,971
269
$1.57M 0.1%
30,810
-6,460
270
$1.57M 0.1%
81,185
+39,809
271
$1.56M 0.1%
50,570
-15,751
272
$1.55M 0.1%
+19,531
273
$1.55M 0.1%
55,308
-10,136
274
$1.54M 0.1%
9,796
-2,085
275
$1.52M 0.1%
40,195
-1,142
9 10
11
12 13