WG

Winton Group Portfolio holdings

AUM $1.96B
1-Year Est. Return 30.2%
This Quarter Est. Return
1 Year Est. Return
+30.2%
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
101
$3.09M 0.2%
37,221
+3,797
102
$3.09M 0.2%
122,781
-77,462
103
$3.09M 0.2%
7,075
+886
104
$3.09M 0.2%
+103,479
105
$3.06M 0.2%
52,615
-19,232
106
$3.04M 0.2%
15,004
+8,197
107
$3.04M 0.2%
13,169
-18,176
108
$3.02M 0.2%
+64,975
109
$3.01M 0.2%
63,840
-46,421
110
$2.99M 0.2%
23,304
+4,180
111
$2.97M 0.19%
25,000
112
$2.97M 0.19%
36,863
-24,517
113
$2.95M 0.19%
33,358
-21,124
114
$2.94M 0.19%
79,403
-72,130
115
$2.93M 0.19%
+93,742
116
$2.93M 0.19%
23,239
+16,593
117
$2.9M 0.19%
18,395
+15,136
118
$2.89M 0.19%
18,870
-13,698
119
$2.89M 0.19%
46,817
-42,604
120
$2.86M 0.19%
92,876
+146
121
$2.85M 0.19%
7,111
-17,134
122
$2.84M 0.19%
67,675
+31,590
123
$2.84M 0.19%
75,607
+10,982
124
$2.81M 0.18%
29,992
-19,413
125
$2.79M 0.18%
10,097
+6,235
3 4
5
6 7