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
51
$4.8M 0.31%
31,046
-4,830
52
$4.73M 0.31%
40,002
+3,869
53
$4.7M 0.31%
24,128
+9,554
54
$4.66M 0.3%
+34,503
55
$4.65M 0.3%
759,806
-187,458
56
$4.57M 0.3%
100,564
-23,923
57
$4.47M 0.29%
93,226
+86,897
58
$4.45M 0.29%
53,559
-70,427
59
$4.42M 0.29%
102,615
-364,122
60
$4.29M 0.28%
49,872
-8,252
61
$4.26M 0.28%
23,435
+6,168
62
$4.22M 0.28%
63,283
-14,801
63
$4.18M 0.27%
57,431
+11,925
64
$4.16M 0.27%
1,042
-189
65
$4.14M 0.27%
155,434
+71,019
66
$4.06M 0.26%
24,833
-7,615
67
$4M 0.26%
24,136
-9,063
68
$3.97M 0.26%
190,079
+48,290
69
$3.96M 0.26%
70,705
-59,136
70
$3.96M 0.26%
18,892
+817
71
$3.91M 0.26%
65,809
-42,430
72
$3.89M 0.25%
188,070
-372,212
73
$3.85M 0.25%
13,870
+9,427
74
$3.85M 0.25%
26,656
+620
75
$3.81M 0.25%
296,787
+91,688
1 2
3
4 5