WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
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
+$26.8M
2
+$14M
3
+$13M
4
SCHW icon
Charles Schwab
SCHW
+$12.6M
5
HIG icon
Hartford Financial Services
HIG
+$12.2M

Top Sells

1
+$23M
2
+$16.8M
3
+$15.8M
4
CAT icon
Caterpillar
CAT
+$15.3M
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 9.94%
5 Technology 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$534K 0.03%
+26,313
627
$527K 0.03%
+9,182
628
$527K 0.03%
53,377
-23,805
629
$526K 0.03%
6,357
-6,095
630
$522K 0.03%
+15,122
631
$522K 0.03%
5,814
-5,854
632
$521K 0.03%
15,369
-2,380
633
$520K 0.03%
13,041
+181
634
$520K 0.03%
90,613
+10,753
635
$520K 0.03%
7,499
-7,649
636
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25,861
-5,565
637
$517K 0.03%
7,963
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638
$515K 0.03%
13,058
-836
639
$514K 0.03%
+25,614
640
$512K 0.03%
36,829
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641
$509K 0.03%
14,494
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642
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643
$505K 0.03%
4,711
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644
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645
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646
$496K 0.03%
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647
$493K 0.03%
+7,218
648
$487K 0.03%
8,881
-39,158
649
$487K 0.03%
15,778
+4,433
650
$486K 0.03%
11,672
-2,925
24 25
26
27 28