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
876
$190K 0.01%
10,759
-494
877
$185K 0.01%
21,765
-161,324
878
$184K 0.01%
11,625
-51,502
879
$182K 0.01%
19,295
+6,068
880
$180K 0.01%
+21,648
881
$180K 0.01%
10,677
-216
882
$176K 0.01%
15,470
-97,801
883
$174K 0.01%
+12,902
884
$171K 0.01%
+17,842
885
$166K 0.01%
+11,107
886
$159K 0.01%
22,400
-2,076
887
$148K 0.01%
30,882
+3,150
888
$147K 0.01%
+20,975
889
$145K 0.01%
+17,300
890
$136K 0.01%
22,986
-2,729
891
$134K 0.01%
+25,871
892
$118K 0.01%
25,000
893
$109K 0.01%
13,379
-57,401
894
$103K 0.01%
24,085
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895
$99K 0.01%
14,235
-27,661
896
$89K 0.01%
3,673
-18,548
897
$89K 0.01%
22,584
-2,184
898
$87K 0.01%
18,469
-44,615
899
$86K 0.01%
4,144
-382
900
$85K 0.01%
23,141
-50,963
34 35
36
37 38