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
$1.21B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$32M
3
+$31.2M
4
TMUS icon
T-Mobile US
TMUS
+$24.5M
5
WFC icon
Wells Fargo
WFC
+$24.3M

Top Sells

1
+$40.5M
2
+$28.9M
3
+$27.3M
4
LYB icon
LyondellBasell Industries
LYB
+$25.3M
5
TRV icon
Travelers Companies
TRV
+$23M

Sector Composition

1 Financials 18.09%
2 Industrials 13.58%
3 Technology 10.24%
4 Consumer Discretionary 8.2%
5 Healthcare 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$497K 0.04%
3,164
-501
252
$496K 0.04%
25,373
+11,998
253
$494K 0.04%
3,583
-1,838
254
$489K 0.04%
4,738
-439
255
$488K 0.04%
11,642
-5,426
256
$486K 0.04%
8,678
+40
257
$486K 0.04%
22,358
+6,445
258
$485K 0.04%
39,929
-5,036
259
$484K 0.04%
5,460
-3,470
260
$481K 0.04%
4,272
+1,738
261
$478K 0.04%
4,872
-2,498
262
$475K 0.04%
11,428
-9,743
263
$472K 0.04%
5,514
-444
264
$472K 0.04%
2,733
-90
265
$472K 0.04%
8,487
+275
266
$471K 0.04%
10,193
-4,560
267
$471K 0.04%
8,772
-5,644
268
$469K 0.04%
16,301
+1,057
269
$467K 0.04%
1,780
-114
270
$463K 0.04%
4,983
-1,416
271
$461K 0.04%
6,792
-3,690
272
$459K 0.04%
+21,973
273
$459K 0.04%
1,736
-430
274
$458K 0.04%
7,772
-3,606
275
$457K 0.04%
16,956
+3,844
9 10
11
12 13