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
126
$2.78M 0.18%
45,792
-7,034
127
$2.78M 0.18%
+45,793
128
$2.77M 0.18%
5,663
-1,563
129
$2.76M 0.18%
10,585
+4,857
130
$2.76M 0.18%
72,770
-54,372
131
$2.76M 0.18%
82,787
+42,873
132
$2.75M 0.18%
65,366
+57,094
133
$2.74M 0.18%
134,655
+30,318
134
$2.73M 0.18%
142,712
-2,871
135
$2.72M 0.18%
26,036
+7,292
136
$2.7M 0.18%
9,231
-2,282
137
$2.69M 0.18%
22,329
+4,129
138
$2.68M 0.17%
259,956
+166,440
139
$2.67M 0.17%
104,020
-25,324
140
$2.66M 0.17%
+30,377
141
$2.61M 0.17%
10,800
-4,155
142
$2.6M 0.17%
75,114
-9,999
143
$2.59M 0.17%
64,176
-20,974
144
$2.58M 0.17%
73,673
-1,817
145
$2.58M 0.17%
23,874
+18,605
146
$2.58M 0.17%
33,825
-2,924
147
$2.56M 0.17%
38,889
+17,387
148
$2.5M 0.16%
33,141
+9,905
149
$2.5M 0.16%
44,736
-8,817
150
$2.48M 0.16%
28,959
+17,594
4 5
6
7 8