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
426
$379K 0.03%
+29,281
427
$379K 0.03%
+57,602
428
$379K 0.03%
15,619
-782
429
$379K 0.03%
+42,513
430
$379K 0.03%
8,235
-1,624
431
$379K 0.03%
26,065
+5,712
432
$378K 0.03%
7,556
+2,015
433
$378K 0.03%
87,493
+2,293
434
$377K 0.03%
87,765
+51,316
435
$377K 0.03%
17,407
-9,539
436
$377K 0.03%
8,279
+640
437
$377K 0.03%
64,034
+16,847
438
$376K 0.03%
+22,909
439
$376K 0.03%
18,665
+7,528
440
$376K 0.03%
24,986
+8,720
441
$376K 0.03%
+18,670
442
$375K 0.03%
+19,272
443
$375K 0.03%
14,671
+5,164
444
$374K 0.03%
+25,798
445
$374K 0.03%
+9,202
446
$373K 0.03%
+4,134
447
$373K 0.03%
14,575
-3,636
448
$373K 0.03%
+25,627
449
$372K 0.03%
21,762
+364
450
$372K 0.03%
22,922
+6,745
16 17
18
19 20