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
726
$374K 0.02%
25,527
-662
727
$373K 0.02%
+26,532
728
$371K 0.02%
+138,877
729
$371K 0.02%
+4,625
730
$369K 0.02%
20,547
+9,253
731
$368K 0.02%
11,172
+3,181
732
$365K 0.02%
+48,918
733
$365K 0.02%
+13,543
734
$363K 0.02%
3,151
-16,922
735
$362K 0.02%
+8,553
736
$362K 0.02%
3,763
+1,192
737
$359K 0.02%
33,282
-5,366
738
$358K 0.02%
+4,703
739
$357K 0.02%
11,497
+114
740
$357K 0.02%
4,952
+343
741
$355K 0.02%
12,746
-815
742
$354K 0.02%
24,743
-8,807
743
$354K 0.02%
+53,130
744
$353K 0.02%
20,709
-4,957
745
$350K 0.02%
13,452
-26,555
746
$348K 0.02%
+2,937
747
$347K 0.02%
+1,609
748
$346K 0.02%
27,792
-3,814
749
$346K 0.02%
+5,528
750
$345K 0.02%
13,000
-2,907
28 29
30
31 32