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
351
$406K 0.03%
28,916
+19,467
352
$406K 0.03%
+8,828
353
$405K 0.03%
24,651
+12,884
354
$405K 0.03%
+25,863
355
$404K 0.03%
26,908
-1,620
356
$404K 0.03%
+8,690
357
$403K 0.03%
7,142
+1,535
358
$402K 0.03%
9,287
-15,635
359
$402K 0.03%
+9,545
360
$401K 0.03%
18,044
+8,567
361
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33,498
+11,140
362
$399K 0.03%
64,640
+12,987
363
$398K 0.03%
21,430
+6,433
364
$398K 0.03%
17,312
+2,222
365
$398K 0.03%
+10,739
366
$397K 0.03%
3,478
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367
$396K 0.03%
12,098
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368
$396K 0.03%
+19,599
369
$396K 0.03%
2,947
-297
370
$395K 0.03%
30,384
+4,933
371
$394K 0.03%
17,454
+45
372
$394K 0.03%
21,500
+1,311
373
$394K 0.03%
+11,434
374
$394K 0.03%
+13,413
375
$392K 0.03%
8,715
-5,133
13 14
15
16 17