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
476
$820K 0.05%
31,025
+9,471
477
$816K 0.05%
+30,779
478
$813K 0.05%
+14,094
479
$812K 0.05%
130,726
+116,458
480
$806K 0.05%
25,656
+62
481
$805K 0.05%
5,880
-1,462
482
$804K 0.05%
74,956
-160,257
483
$802K 0.05%
+14,475
484
$802K 0.05%
17,627
-3,759
485
$798K 0.05%
+24,473
486
$797K 0.05%
+4,974
487
$790K 0.05%
10,100
+4,180
488
$790K 0.05%
+21,672
489
$790K 0.05%
4,454
-796
490
$789K 0.05%
49,281
-50,826
491
$787K 0.05%
27,364
-22,534
492
$780K 0.05%
17,323
-3,539
493
$777K 0.05%
+16,037
494
$776K 0.05%
17,950
+1,983
495
$774K 0.05%
23,265
-46,045
496
$774K 0.05%
27,228
+17,441
497
$774K 0.05%
33,325
-7,206
498
$773K 0.05%
15,362
-10,620
499
$773K 0.05%
+5,208
500
$772K 0.05%
+24,064
18 19
20
21 22