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
751
$343K 0.02%
+11,741
752
$342K 0.02%
9,552
+4,439
753
$341K 0.02%
3,704
+1,416
754
$341K 0.02%
+7,311
755
$340K 0.02%
9,298
-985
756
$340K 0.02%
4,821
-231
757
$338K 0.02%
6,977
-297
758
$338K 0.02%
+12,032
759
$336K 0.02%
+1,100
760
$335K 0.02%
+37,442
761
$334K 0.02%
+19,936
762
$333K 0.02%
+10,955
763
$332K 0.02%
+7,908
764
$329K 0.02%
+9,949
765
$329K 0.02%
+1,658
766
$328K 0.02%
+5,050
767
$328K 0.02%
+9,626
768
$327K 0.02%
8,737
-63,726
769
$326K 0.02%
+6,631
770
$325K 0.02%
+3,304
771
$324K 0.02%
+3,400
772
$324K 0.02%
+7,299
773
$323K 0.02%
390
-70
774
$322K 0.02%
+39,021
775
$320K 0.02%
+23,040
29 30
31
32 33