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
401
$384K 0.03%
12,540
+1,326
402
$384K 0.03%
+29,098
403
$384K 0.03%
+26,142
404
$383K 0.03%
7,713
+1,815
405
$383K 0.03%
27,832
-29,101
406
$383K 0.03%
36,621
+6,257
407
$383K 0.03%
55,939
+45,099
408
$382K 0.03%
60,290
+17,084
409
$382K 0.03%
+2,168
410
$382K 0.03%
8,278
-15,338
411
$382K 0.03%
11,438
+1,389
412
$382K 0.03%
+9,504
413
$382K 0.03%
6,574
+733
414
$382K 0.03%
2,798
+312
415
$381K 0.03%
22,776
+8,055
416
$381K 0.03%
21,727
+12,360
417
$380K 0.03%
5,122
-442
418
$380K 0.03%
148,556
+79,937
419
$380K 0.03%
13,177
-8,093
420
$380K 0.03%
6,877
-2,681
421
$380K 0.03%
15,248
-1,691
422
$380K 0.03%
+18,581
423
$380K 0.03%
+4,458
424
$380K 0.03%
+4,790
425
$379K 0.03%
3,582
+1,641
15 16
17
18 19