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
601
$573K 0.04%
26,637
-3,210
602
$570K 0.04%
42,938
+3,891
603
$569K 0.04%
21,352
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604
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10,063
+810
605
$562K 0.04%
8,300
-1,936
606
$561K 0.04%
72,806
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607
$560K 0.04%
6,569
-3,313
608
$558K 0.04%
17,572
+8,738
609
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+11,733
610
$556K 0.04%
+3,025
611
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12,685
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612
$550K 0.04%
7,712
-17,004
613
$550K 0.04%
20,110
+5,421
614
$549K 0.04%
2,356
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615
$548K 0.04%
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616
$546K 0.04%
6,194
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617
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4,874
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618
$543K 0.04%
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619
$542K 0.04%
34,108
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620
$541K 0.04%
29,813
+8,234
621
$539K 0.04%
+8,020
622
$538K 0.04%
6,919
-1,394
623
$538K 0.04%
+20,281
624
$536K 0.04%
15,949
+2,861
625
$534K 0.03%
10,038
-11,323
23 24
25
26 27