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
576
$622K 0.04%
39,683
-62,580
577
$615K 0.04%
24,688
-16,022
578
$613K 0.04%
10,260
-1,936
579
$611K 0.04%
8,375
-9,257
580
$611K 0.04%
7,298
+368
581
$609K 0.04%
6,384
-15,397
582
$609K 0.04%
13,599
+1,487
583
$609K 0.04%
21,594
-2,140
584
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21,411
-5,529
585
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91,030
-45,187
586
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154,094
+28,209
587
$599K 0.04%
30,691
+2,055
588
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+2,719
589
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590
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15,138
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591
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18,932
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592
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+5,330
593
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594
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76,091
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595
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+17,802
596
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597
$583K 0.04%
19,834
+8,568
598
$583K 0.04%
100,389
+779
599
$575K 0.04%
8,623
-3,523
600
$575K 0.04%
6,098
-2,049
22 23
24
25 26