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
301
$1.43M 0.09%
93,433
-160,467
302
$1.43M 0.09%
36,421
+13,664
303
$1.42M 0.09%
19,567
-3,524
304
$1.42M 0.09%
48,073
+22,273
305
$1.42M 0.09%
79,639
-23,769
306
$1.42M 0.09%
+39,524
307
$1.41M 0.09%
31,036
+12,821
308
$1.41M 0.09%
14,210
+4,633
309
$1.4M 0.09%
20,528
-2,869
310
$1.4M 0.09%
+24,606
311
$1.39M 0.09%
+9,788
312
$1.39M 0.09%
31,320
-6,830
313
$1.38M 0.09%
+22,513
314
$1.37M 0.09%
+14,124
315
$1.36M 0.09%
14,933
+9,710
316
$1.36M 0.09%
16,865
-11,415
317
$1.35M 0.09%
32,088
-84,018
318
$1.35M 0.09%
15,500
+9,054
319
$1.34M 0.09%
15,833
-1,597
320
$1.34M 0.09%
34,766
-22,121
321
$1.32M 0.09%
20,573
-3,077
322
$1.31M 0.09%
38,438
+3,343
323
$1.31M 0.09%
41,895
-1,901
324
$1.31M 0.09%
10,558
-6,914
325
$1.3M 0.09%
23,007
-46,017
11 12
13
14 15