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
376
$392K 0.03%
+13,756
377
$392K 0.03%
+2,565
378
$391K 0.03%
26,371
+9,905
379
$391K 0.03%
+19,860
380
$391K 0.03%
+22,504
381
$391K 0.03%
1,922
-385
382
$391K 0.03%
4,002
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383
$390K 0.03%
5,647
-2,760
384
$389K 0.03%
30,645
-643
385
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386
$389K 0.03%
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+16,297
387
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8,217
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388
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389
$387K 0.03%
1,684
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390
$387K 0.03%
+13,712
391
$386K 0.03%
13,659
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392
$386K 0.03%
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$386K 0.03%
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$385K 0.03%
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$385K 0.03%
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398
$385K 0.03%
22,330
+6,361
399
$385K 0.03%
20,463
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400
$384K 0.03%
29,769
+16,088
14 15
16
17 18