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
701
$400K 0.03%
+2,577
702
$399K 0.03%
+6,447
703
$395K 0.03%
10,304
-585
704
$394K 0.03%
2,620
-1,863
705
$392K 0.03%
+34,273
706
$392K 0.03%
24,094
+819
707
$391K 0.03%
18,488
-14,637
708
$390K 0.03%
+5,505
709
$390K 0.03%
+15,897
710
$387K 0.03%
8,331
-1,561
711
$386K 0.03%
2,672
-11,076
712
$386K 0.03%
12,568
-10,961
713
$385K 0.03%
+15,200
714
$383K 0.03%
+15,371
715
$382K 0.02%
+13,860
716
$381K 0.02%
63,028
+3,159
717
$381K 0.02%
12,990
+5,166
718
$380K 0.02%
+18,225
719
$379K 0.02%
+15,129
720
$377K 0.02%
7,148
-11,147
721
$377K 0.02%
22,044
-6,946
722
$376K 0.02%
52,326
-12,113
723
$376K 0.02%
+24,449
724
$375K 0.02%
10,743
-3,130
725
$375K 0.02%
8,442
+3,622
27 28
29
30 31