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
651
$482K 0.03%
6,898
-1,001
652
$478K 0.03%
12,435
+4,866
653
$478K 0.03%
12,856
-1,334
654
$476K 0.03%
6,540
-325
655
$474K 0.03%
+5,203
656
$474K 0.03%
10,817
-8,778
657
$473K 0.03%
13,139
+4,675
658
$471K 0.03%
4,267
-4,339
659
$469K 0.03%
17,287
-6,305
660
$467K 0.03%
+7,053
661
$466K 0.03%
+22,875
662
$463K 0.03%
+13,890
663
$462K 0.03%
+10,093
664
$462K 0.03%
6,732
-6,961
665
$462K 0.03%
+9,281
666
$461K 0.03%
15,996
-4,205
667
$460K 0.03%
29,823
+8,348
668
$460K 0.03%
16,785
+762
669
$454K 0.03%
+12,929
670
$454K 0.03%
1,337
-931
671
$453K 0.03%
+33,549
672
$449K 0.03%
+1,661
673
$448K 0.03%
13,842
-15,172
674
$446K 0.03%
6,640
-175
675
$446K 0.03%
12,792
-32,988
25 26
27
28 29