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
776
$319K 0.02%
+1,937
777
$319K 0.02%
+42,755
778
$319K 0.02%
+8,528
779
$318K 0.02%
3,880
-5,038
780
$314K 0.02%
1,999
-7,765
781
$314K 0.02%
23,051
-3,444
782
$312K 0.02%
23,705
-161,472
783
$311K 0.02%
+126,080
784
$310K 0.02%
+9,175
785
$309K 0.02%
+12,839
786
$308K 0.02%
10,335
-77
787
$307K 0.02%
+14,366
788
$307K 0.02%
5,204
-145,622
789
$306K 0.02%
30,250
+15,886
790
$305K 0.02%
+8,486
791
$303K 0.02%
+105,121
792
$303K 0.02%
12,620
+1,521
793
$302K 0.02%
+23,504
794
$301K 0.02%
+21,087
795
$299K 0.02%
+3,732
796
$299K 0.02%
18,362
-8,865
797
$299K 0.02%
+2,408
798
$295K 0.02%
11,139
-5,073
799
$295K 0.02%
2,557
-2,871
800
$294K 0.02%
+2,602
30 31
32
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