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
326
$1.29M 0.08%
14,769
-2,159
327
$1.29M 0.08%
16,893
-5,100
328
$1.29M 0.08%
15,989
-7,339
329
$1.29M 0.08%
24,993
-3,044
330
$1.29M 0.08%
44,247
+15,655
331
$1.28M 0.08%
8,215
-757
332
$1.28M 0.08%
125,711
-36,790
333
$1.28M 0.08%
+24,764
334
$1.28M 0.08%
44,888
-1,953
335
$1.27M 0.08%
15,244
+3,034
336
$1.26M 0.08%
29,760
-4,419
337
$1.26M 0.08%
36,369
+3,633
338
$1.26M 0.08%
11,863
+1,951
339
$1.25M 0.08%
44,471
-15,501
340
$1.25M 0.08%
+7,546
341
$1.25M 0.08%
7,585
-83,625
342
$1.24M 0.08%
18,702
-102,678
343
$1.24M 0.08%
43,445
-11,862
344
$1.23M 0.08%
23,988
-5,468
345
$1.22M 0.08%
39,795
-3,722
346
$1.22M 0.08%
48,030
+17,249
347
$1.2M 0.08%
+92,203
348
$1.2M 0.08%
4,321
-3,227
349
$1.19M 0.08%
15,323
+9,355
350
$1.19M 0.08%
45,151
-15,559
12 13
14
15 16