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
76
$3.79M 0.25%
111,743
+47,082
77
$3.73M 0.24%
57,865
-28,658
78
$3.64M 0.24%
11,043
+1,808
79
$3.64M 0.24%
121,100
+16,450
80
$3.6M 0.23%
31,099
-13,350
81
$3.54M 0.23%
108,529
+8,095
82
$3.52M 0.23%
126,931
+7,563
83
$3.5M 0.23%
36,411
+19,396
84
$3.48M 0.23%
48,753
+8,852
85
$3.43M 0.22%
46,089
-214,208
86
$3.34M 0.22%
24,561
+23,084
87
$3.34M 0.22%
178,884
+37,247
88
$3.33M 0.22%
114,226
-39,891
89
$3.33M 0.22%
16,000
+295
90
$3.31M 0.22%
94,783
+47,125
91
$3.26M 0.21%
95,490
-3,707
92
$3.25M 0.21%
7,146
+280
93
$3.24M 0.21%
32,744
-19,606
94
$3.21M 0.21%
79,515
-172,306
95
$3.2M 0.21%
6,331
-506
96
$3.18M 0.21%
20,363
+12,716
97
$3.18M 0.21%
103,609
-2,149
98
$3.17M 0.21%
11,150
+6,796
99
$3.1M 0.2%
71,420
-2,056
100
$3.1M 0.2%
36,832
+3,524
2 3
4
5 6