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
201
$2.02M 0.13%
+37,996
202
$2.02M 0.13%
11,375
-1,959
203
$2.02M 0.13%
+21,868
204
$2.01M 0.13%
9,016
-889
205
$2.01M 0.13%
48,168
+31,841
206
$2M 0.13%
15,639
-8,866
207
$2M 0.13%
81,136
-38,048
208
$1.98M 0.13%
62,764
+47,679
209
$1.96M 0.13%
67,565
+22,063
210
$1.95M 0.13%
22,554
-21,526
211
$1.94M 0.13%
82,959
+16,314
212
$1.94M 0.13%
+7,253
213
$1.93M 0.13%
31,336
-7,267
214
$1.91M 0.12%
13,733
+1,124
215
$1.91M 0.12%
42,114
+6,761
216
$1.9M 0.12%
34,198
+10,883
217
$1.86M 0.12%
179,975
+67,976
218
$1.86M 0.12%
16,632
-16,397
219
$1.86M 0.12%
+32,968
220
$1.85M 0.12%
9,232
+4,869
221
$1.84M 0.12%
25,554
-1,826
222
$1.84M 0.12%
74,625
+1,925
223
$1.84M 0.12%
58,250
224
$1.84M 0.12%
+69,012
225
$1.82M 0.12%
73,838
-14,333
7 8
9
10 11