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
1051
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1052
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1053
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1054
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1055
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1057
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1058
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1059
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1060
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-26,751
1061
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1062
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1063
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1064
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1065
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1066
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1067
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1068
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1069
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1070
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1071
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1072
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1073
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1074
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-68,565
1075
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-106,507
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