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
376
$1.11M 0.07%
57,642
+9,871
377
$1.11M 0.07%
27,311
-13,313
378
$1.11M 0.07%
16,409
+6,750
379
$1.1M 0.07%
29,945
-5,639
380
$1.1M 0.07%
+2,340
381
$1.1M 0.07%
40,065
+9,503
382
$1.1M 0.07%
4,854
-2,848
383
$1.09M 0.07%
+9,127
384
$1.09M 0.07%
31,882
-16,081
385
$1.08M 0.07%
43,564
+5,568
386
$1.08M 0.07%
7,662
-4,500
387
$1.08M 0.07%
+26,674
388
$1.07M 0.07%
30,266
+3,559
389
$1.06M 0.07%
29,659
+9
390
$1.06M 0.07%
27,551
-13,979
391
$1.06M 0.07%
91,413
-179,393
392
$1.05M 0.07%
6,147
-2,675
393
$1.05M 0.07%
16,645
+9,076
394
$1.05M 0.07%
24,380
-6,195
395
$1.04M 0.07%
20,112
-11,897
396
$1.04M 0.07%
11,264
+718
397
$1.04M 0.07%
45,364
+2,664
398
$1.03M 0.07%
25,775
+2,525
399
$1.02M 0.07%
17,030
+2,904
400
$1.02M 0.07%
14,525
-75,370
14 15
16
17 18