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
426
$964K 0.06%
31,161
+18,716
427
$962K 0.06%
4,193
-2,362
428
$959K 0.06%
12,204
+8,285
429
$954K 0.06%
9,124
+4,587
430
$951K 0.06%
+28,416
431
$948K 0.06%
39,776
-18,034
432
$947K 0.06%
3,678
+600
433
$946K 0.06%
11,744
-5,831
434
$944K 0.06%
+3,377
435
$941K 0.06%
69,310
+13,442
436
$938K 0.06%
12,466
-3,296
437
$934K 0.06%
2,132
-588
438
$934K 0.06%
20,541
-33,248
439
$932K 0.06%
48,903
-3,361
440
$931K 0.06%
79,925
-3,767
441
$926K 0.06%
6,130
+696
442
$924K 0.06%
6,189
-5,355
443
$921K 0.06%
71,725
+17,269
444
$917K 0.06%
2,226
-4,797
445
$916K 0.06%
26,549
+4,211
446
$915K 0.06%
77,675
-24,047
447
$913K 0.06%
14,836
-3,686
448
$908K 0.06%
46,188
-11,399
449
$907K 0.06%
55,844
-28,145
450
$905K 0.06%
19,676
-17,079
16 17
18
19 20