WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
1101
– –
-74,821
1102
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-13,949
1103
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-7,794
1104
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-31,647
1105
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-45,247
1106
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-135,293
1107
– –
-1,541
1108
– –
-13,713
1109
– –
-14,971
1110
– –
-27,829
1111
– –
-20,820
1112
– –
-20,615
1113
– –
-10,273
1114
– –
-7,059
1115
– –
-5,994
1116
– –
-17,755
1117
– –
-18,336
1118
– –
-8,322
1119
– –
-2,895
1120
– –
-25,452
1121
– –
-1,045
1122
– –
-25,602
1123
– –
-40,738
1124
– –
-52,170
1125
– –
-21,085
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