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
176
$2.23M 0.15%
12,811
-5,091
177
$2.23M 0.15%
29,372
+6,958
178
$2.23M 0.15%
31,575
+5,440
179
$2.23M 0.15%
8,503
-5,652
180
$2.23M 0.15%
61,227
-63,744
181
$2.22M 0.14%
+18,079
182
$2.18M 0.14%
114,910
+4,703
183
$2.17M 0.14%
43,499
+9,746
184
$2.17M 0.14%
103,441
-40,568
185
$2.16M 0.14%
25,660
-459
186
$2.13M 0.14%
55,418
+26,780
187
$2.12M 0.14%
12,063
+3,634
188
$2.12M 0.14%
46,393
-26,172
189
$2.11M 0.14%
41,606
-616
190
$2.11M 0.14%
11,587
-6,464
191
$2.11M 0.14%
22,641
-20,552
192
$2.08M 0.14%
36,057
-1,495
193
$2.08M 0.14%
32,919
+26,459
194
$2.06M 0.13%
6,862
-1,022
195
$2.06M 0.13%
34,098
-7,616
196
$2.05M 0.13%
9,200
+1,991
197
$2.05M 0.13%
+26,500
198
$2.05M 0.13%
12,253
-6,294
199
$2.04M 0.13%
31,928
-35,200
200
$2.04M 0.13%
9,177
-1,754
6 7
8
9 10