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
551
$676K 0.04%
11,989
+7,367
552
$674K 0.04%
5,293
-4,213
553
$672K 0.04%
7,567
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554
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16,682
+5,278
555
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12,578
+1,698
556
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15,592
-2,759
557
$665K 0.04%
12,349
-3,418
558
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+4,576
559
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47,086
-21,130
560
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6,778
-22,683
561
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10,263
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562
$652K 0.04%
9,782
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563
$650K 0.04%
8,986
+5,288
564
$647K 0.04%
34,824
-102,963
565
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5,590
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7,381
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569
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8,411
-3,744
570
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1,664
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571
$626K 0.04%
23,807
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572
$625K 0.04%
+18,198
573
$625K 0.04%
4,968
-165
574
$623K 0.04%
7,598
-10,983
575
$623K 0.04%
13,962
-3,847
21 22
23
24 25