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
851
$242K 0.02%
+2,858
852
$236K 0.02%
16,173
-2,467
853
$236K 0.02%
+34,622
854
$232K 0.02%
3,837
-4,456
855
$232K 0.02%
1,596
-4,402
856
$230K 0.02%
+593
857
$226K 0.01%
+10,818
858
$223K 0.01%
12,457
-12,115
859
$222K 0.01%
+2,332
860
$222K 0.01%
2,707
+761
861
$222K 0.01%
+4,280
862
$221K 0.01%
+8,222
863
$218K 0.01%
8,686
-1,132
864
$216K 0.01%
44,526
+29,005
865
$210K 0.01%
+3,140
866
$210K 0.01%
11,929
+1,593
867
$207K 0.01%
+2,045
868
$207K 0.01%
22,770
-7,041
869
$206K 0.01%
2,490
-6,138
870
$206K 0.01%
20,361
-28,073
871
$205K 0.01%
+125
872
$202K 0.01%
+67,013
873
$194K 0.01%
15,401
-5,298
874
$194K 0.01%
+81,133
875
$190K 0.01%
48,382
+3,859
33 34
35
36 37