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
451
$904K 0.06%
18,353
-15,379
452
$901K 0.06%
30,328
+4,226
453
$885K 0.06%
30,721
-8,831
454
$871K 0.06%
48,193
+13,959
455
$869K 0.06%
3,186
-2,160
456
$868K 0.06%
13,312
+3,640
457
$867K 0.06%
29,614
-5,639
458
$866K 0.06%
+10,060
459
$865K 0.06%
6,415
+1,854
460
$861K 0.06%
82,492
+1,656
461
$861K 0.06%
10,836
-3,776
462
$861K 0.06%
70,025
+8,419
463
$856K 0.06%
7,603
-7,383
464
$855K 0.06%
6,818
-4,069
465
$848K 0.06%
5,043
-2,314
466
$847K 0.06%
29,589
-31,150
467
$844K 0.06%
33,850
-3,300
468
$843K 0.06%
15,934
-14,444
469
$842K 0.06%
27,138
-4,287
470
$842K 0.06%
13,605
+3,548
471
$840K 0.05%
40,674
-6,385
472
$839K 0.05%
14,916
-37,034
473
$835K 0.05%
32,936
-2,000
474
$827K 0.05%
+5,435
475
$825K 0.05%
18,301
-2,497
17 18
19
20 21