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
401
$1.02M 0.07%
83,460
-54,333
402
$1.01M 0.07%
+14,994
403
$1.01M 0.07%
+35,513
404
$1.01M 0.07%
12,249
-7,757
405
$1M 0.07%
32,010
-4,868
406
$1M 0.07%
12,627
-880
407
$999K 0.07%
91,594
-19,637
408
$999K 0.07%
+206,415
409
$998K 0.07%
20,902
-1,651
410
$997K 0.07%
8,908
+3,192
411
$996K 0.07%
25,673
-10,077
412
$994K 0.06%
11,209
+69
413
$994K 0.06%
4,488
+1,219
414
$990K 0.06%
+14,843
415
$987K 0.06%
22,701
-42,614
416
$986K 0.06%
13,877
-15,011
417
$983K 0.06%
7,432
-7,458
418
$983K 0.06%
+10,416
419
$983K 0.06%
8,509
+217
420
$983K 0.06%
23,960
-2,998
421
$978K 0.06%
15,017
-3,254
422
$978K 0.06%
37,004
-8,162
423
$975K 0.06%
14,885
+1,496
424
$974K 0.06%
37,413
-6,277
425
$974K 0.06%
5,713
-7,236
15 16
17
18 19