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
26
$7.39M 0.48%
32,182
+23,554
27
$7.22M 0.47%
75,532
+26,971
28
$7.04M 0.46%
14,514
+2,258
29
$6.98M 0.46%
3,260
+1,812
30
$6.24M 0.41%
142,701
+119,742
31
$6.17M 0.4%
+143,990
32
$6.16M 0.4%
142,410
+17,070
33
$5.77M 0.38%
379,027
+130,474
34
$5.67M 0.37%
82,456
+59,684
35
$5.57M 0.36%
83,689
+42,793
36
$5.56M 0.36%
42,007
+38,371
37
$5.43M 0.35%
17,933
-18,863
38
$5.34M 0.35%
86,036
+49,072
39
$5.25M 0.34%
80,207
-63,177
40
$5.24M 0.34%
91,756
+27,135
41
$5.23M 0.34%
38,476
+33,541
42
$5.12M 0.33%
142,230
+45,217
43
$5.05M 0.33%
16,284
-374
44
$5M 0.33%
57,236
-19,377
45
$4.94M 0.32%
21,924
-7,193
46
$4.91M 0.32%
214,470
-514,019
47
$4.91M 0.32%
59,645
+20,784
48
$4.9M 0.32%
46,129
+2,849
49
$4.81M 0.31%
62,833
+9,916
50
$4.81M 0.31%
21,806
+6,200
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