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
151
$2.45M 0.16%
24,044
-9,670
152
$2.45M 0.16%
95,714
-14,357
153
$2.43M 0.16%
78,135
-14,935
154
$2.42M 0.16%
43,048
-13,249
155
$2.42M 0.16%
193,359
+112,110
156
$2.41M 0.16%
24,214
-6,782
157
$2.39M 0.16%
38,925
+5,043
158
$2.38M 0.16%
22,348
+11,749
159
$2.36M 0.15%
33,663
-6,888
160
$2.36M 0.15%
53,620
-19,173
161
$2.35M 0.15%
41,192
-736
162
$2.35M 0.15%
26,322
+15,047
163
$2.35M 0.15%
11,224
-53,719
164
$2.35M 0.15%
70,388
-3,785
165
$2.34M 0.15%
16,300
+1,148
166
$2.33M 0.15%
31,995
-3,736
167
$2.31M 0.15%
18,375
-4,581
168
$2.29M 0.15%
64,501
+27,559
169
$2.29M 0.15%
146,294
+5,253
170
$2.28M 0.15%
26,849
-8,504
171
$2.27M 0.15%
21,669
-4,267
172
$2.26M 0.15%
3,277
-6,249
173
$2.25M 0.15%
58,875
-27,352
174
$2.25M 0.15%
74,434
-18,410
175
$2.24M 0.15%
20,524
-18,810
5 6
7
8 9