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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
1026
– –
-11,528
1027
– –
-14,582
1028
– –
-9,836
1029
– –
-183,355
1030
– –
-37,585
1031
– –
-14,663
1032
– –
-13,887
1033
– –
-169,012
1034
– –
-13,647
1035
– –
-5,913
1036
– –
-5,744
1037
– –
-26,751
1038
– –
-10,216
1039
– –
-20,820
1040
– –
-20,615
1041
– –
-36,753
1042
– –
-4,069
1043
– –
-15,464
1044
– –
-378,125
1045
– –
-5,728
1046
– –
-20,373
1047
– –
-13,613
1048
– –
-22,763
1049
– –
-3,719
1050
– –
-13,751
40 41
42
43 44