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
801
$293K 0.02%
3,659
+136
802
$292K 0.02%
+9,337
803
$291K 0.02%
+5,778
804
$291K 0.02%
+34,627
805
$290K 0.02%
+13,486
806
$288K 0.02%
+5,923
807
$286K 0.02%
7,660
-1,480
808
$286K 0.02%
11,322
-28,626
809
$286K 0.02%
7,626
+888
810
$285K 0.02%
+7,572
811
$284K 0.02%
7,690
-5,752
812
$284K 0.02%
13,995
-4,190
813
$283K 0.02%
+22,195
814
$283K 0.02%
+2,135
815
$283K 0.02%
7,947
-1,380
816
$281K 0.02%
21,153
+3,765
817
$278K 0.02%
+17,424
818
$278K 0.02%
10,495
-16,577
819
$277K 0.02%
19,838
-2,422
820
$275K 0.02%
5,823
-855
821
$274K 0.02%
+10,150
822
$272K 0.02%
+9,948
823
$272K 0.02%
+2,082
824
$271K 0.02%
+7,554
825
$271K 0.02%
3,184
-947
31 32
33
34 35