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
351
$1.19M 0.08%
10,946
+4,178
352
$1.19M 0.08%
14,754
-5,055
353
$1.18M 0.08%
16,637
-48,070
354
$1.18M 0.08%
9,584
-3,134
355
$1.17M 0.08%
8,659
+2,608
356
$1.17M 0.08%
24,200
+19,941
357
$1.17M 0.08%
7,909
-4,946
358
$1.17M 0.08%
17,318
-6,184
359
$1.16M 0.08%
34,584
+10,333
360
$1.15M 0.08%
+8,226
361
$1.15M 0.08%
18,687
+262
362
$1.15M 0.08%
29,034
-8,182
363
$1.14M 0.07%
64,657
-8,877
364
$1.14M 0.07%
16,902
-2,439
365
$1.14M 0.07%
19,664
+6,910
366
$1.14M 0.07%
14,555
-17,974
367
$1.14M 0.07%
29,391
+17,919
368
$1.13M 0.07%
+9,658
369
$1.13M 0.07%
13,502
-4,528
370
$1.13M 0.07%
46,408
+8,614
371
$1.13M 0.07%
67,482
-23,011
372
$1.13M 0.07%
20,111
-23,508
373
$1.13M 0.07%
4,410
-1,019
374
$1.13M 0.07%
122,976
-4,395
375
$1.11M 0.07%
19,096
+67
13 14
15
16 17