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
526
$717K 0.05%
3,281
+1,006
527
$714K 0.05%
28,765
+18,373
528
$714K 0.05%
+17,777
529
$713K 0.05%
9,328
-1,715
530
$713K 0.05%
13,432
+9,844
531
$712K 0.05%
12,371
-2,231
532
$711K 0.05%
16,356
-4,758
533
$711K 0.05%
8,719
-4,542
534
$710K 0.05%
832
-110
535
$710K 0.05%
24,090
-8,625
536
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+889
537
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16,155
-16,681
538
$705K 0.05%
20,530
-31,006
539
$704K 0.05%
14,374
-1,796
540
$704K 0.05%
7,800
-4,372
541
$703K 0.05%
10,343
-30,931
542
$700K 0.05%
33,853
-2,301
543
$697K 0.05%
12,595
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544
$693K 0.05%
32,780
-2,038
545
$692K 0.05%
10,019
-31,602
546
$689K 0.05%
+2,854
547
$687K 0.04%
7,420
+3,950
548
$687K 0.04%
26,453
-8,783
549
$678K 0.04%
+6,372
550
$676K 0.04%
17,738
-37,087
20 21
22
23 24