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
826
$269K 0.02%
12,834
-9,390
827
$266K 0.02%
3,105
-349
828
$265K 0.02%
3,679
-5,028
829
$264K 0.02%
+4,901
830
$263K 0.02%
6,333
-6,888
831
$263K 0.02%
47,709
-6,038
832
$262K 0.02%
+15,880
833
$258K 0.02%
16,610
-4,283
834
$256K 0.02%
+74,320
835
$255K 0.02%
+2,094
836
$255K 0.02%
1,113
-1,401
837
$255K 0.02%
36,704
-15,914
838
$254K 0.02%
16,780
-4,920
839
$253K 0.02%
+12,730
840
$253K 0.02%
+7,874
841
$251K 0.02%
+22,373
842
$250K 0.02%
25,406
-7,353
843
$249K 0.02%
1,805
-3,481
844
$248K 0.02%
10,801
-9,100
845
$248K 0.02%
4,200
-1,544
846
$246K 0.02%
+4,060
847
$245K 0.02%
+4,039
848
$244K 0.02%
19,929
-2,473
849
$242K 0.02%
3,066
-5,007
850
$242K 0.02%
+38,797
32 33
34
35 36