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
326
$422K 0.03%
17,225
+7,957
327
$422K 0.03%
+14,769
328
$422K 0.03%
15,475
-7,248
329
$421K 0.03%
24,865
-132
330
$421K 0.03%
2,513
-19,365
331
$421K 0.03%
10,221
-333
332
$419K 0.03%
14,560
-1,282
333
$419K 0.03%
10,958
-2,106
334
$418K 0.03%
+2,457
335
$417K 0.03%
9,649
-20,590
336
$414K 0.03%
28,126
+10,782
337
$414K 0.03%
6,674
-1,543
338
$413K 0.03%
12,145
-330
339
$413K 0.03%
2,567
+690
340
$413K 0.03%
46,639
-17,312
341
$413K 0.03%
14,868
+7,692
342
$412K 0.03%
22,829
-21,672
343
$411K 0.03%
15,262
-2,989
344
$410K 0.03%
937
-47
345
$409K 0.03%
68,963
+26,165
346
$409K 0.03%
4,135
-3,812
347
$408K 0.03%
10,300
-4,674
348
$408K 0.03%
26,585
-13,429
349
$408K 0.03%
1,805
+309
350
$407K 0.03%
8,647
+1,277
12 13
14
15 16