WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
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
+$26.8M
2
+$14M
3
+$13M
4
SCHW icon
Charles Schwab
SCHW
+$12.6M
5
HIG icon
Hartford Financial Services
HIG
+$12.2M

Top Sells

1
+$23M
2
+$16.8M
3
+$15.8M
4
CAT icon
Caterpillar
CAT
+$15.3M
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 9.94%
5 Technology 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$84K 0.01%
23,323
-43,788
902
$83K 0.01%
29,391
-72,383
903
$83K 0.01%
+14,691
904
$82K 0.01%
+13,430
905
$79K 0.01%
22,414
-51,317
906
$78K 0.01%
16,523
-33,397
907
$78K 0.01%
11,265
-14,024
908
$75K ﹤0.01%
48,559
-114,226
909
$75K ﹤0.01%
31,505
-42,332
910
$74K ﹤0.01%
+22,506
911
$70K ﹤0.01%
30,042
-68,949
912
$67K ﹤0.01%
19,558
-13,379
913
$67K ﹤0.01%
74,030
-5,803
914
$64K ﹤0.01%
+3,417
915
$54K ﹤0.01%
20,453
-32,839
916
$52K ﹤0.01%
24,001
-133
917
$38K ﹤0.01%
89,346
-7,225
918
$26K ﹤0.01%
+254
919
$18K ﹤0.01%
25,000
920
$16K ﹤0.01%
+1,345
921
$7K ﹤0.01%
158
-26
922
– –
-32,793
923
– –
-26,571
924
– –
-24,471
925
– –
-4,797
35 36
37
38 39