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WG

Winton Group Portfolio holdings

AUM $2.85B
1-Year Est. Return 30.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.73%
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
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
1001
– –
-91,921
1002
– –
-10,852
1003
– –
-11,397
1004
– –
-77,221
1005
– –
-12,666
1006
– –
-28,840
1007
– –
-2,068
1008
– –
-8,303
1009
– –
-34,408
1010
– –
-10,845
1011
– –
-14,631
1012
– –
-3,297
1013
– –
-24,471
1014
– –
-56,384
1015
– –
-56,021
1016
– –
-61,497
1017
– –
-9,883
1018
– –
-6,327
1019
– –
-209,757
1020
– –
-25,753
1021
– –
-25,641
1022
– –
-5,678
1023
– –
-163,771
1024
– –
-7,002
1025
– –
-10,430
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