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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
1051
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-16,584
1052
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-7,900
1053
– –
-140,549
1054
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-173,970
1055
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-103,039
1056
– –
-22,374
1057
– –
-26,566
1058
– –
-213,313
1059
– –
-10,593
1060
– –
-20,249
1061
– –
-1,584
1062
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-24,312
1063
– –
-10,369
1064
– –
-3,244
1065
– –
-4,558
1066
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-62,855
1067
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-8,773
1068
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-7,352
1069
– –
-4,472
1070
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-2,251
1071
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-4,306
1072
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-17,524
1073
– –
-7,556
1074
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-5,228
1075
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-8,151
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