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
276
$1.52M 0.1%
15,941
+7,946
277
$1.5M 0.1%
53,168
+30,264
278
$1.5M 0.1%
51,339
-9,588
279
$1.5M 0.1%
14,676
-1,821
280
$1.5M 0.1%
13,680
+1,219
281
$1.5M 0.1%
6,460
-37
282
$1.5M 0.1%
25,322
-514
283
$1.49M 0.1%
118,059
+4,519
284
$1.49M 0.1%
9,230
-14,207
285
$1.49M 0.1%
9,950
+1,789
286
$1.48M 0.1%
50,700
287
$1.48M 0.1%
27,878
-10,031
288
$1.47M 0.1%
20,924
+3,161
289
$1.47M 0.1%
11,667
-13,899
290
$1.46M 0.1%
+20,470
291
$1.45M 0.09%
46,414
+29,145
292
$1.45M 0.09%
7,724
+3,647
293
$1.45M 0.09%
43,147
-14,020
294
$1.45M 0.09%
32,336
-3,558
295
$1.45M 0.09%
12,968
+1,502
296
$1.45M 0.09%
8,866
-17,558
297
$1.44M 0.09%
16,493
-7,110
298
$1.44M 0.09%
31,240
-5,444
299
$1.44M 0.09%
6,772
-724
300
$1.44M 0.09%
19,104
-2,679
10 11
12
13 14