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
451
$372K 0.03%
+34,861
452
$371K 0.03%
+1,762
453
$371K 0.03%
+19,299
454
$370K 0.03%
17,272
-5,944
455
$369K 0.03%
9,245
-7,951
456
$369K 0.03%
+28,990
457
$369K 0.03%
12,110
+453
458
$369K 0.03%
+22,732
459
$369K 0.03%
4,952
-7,220
460
$368K 0.03%
4,304
-905
461
$368K 0.03%
+60,893
462
$368K 0.03%
30,053
+5,724
463
$368K 0.03%
1,245
+504
464
$368K 0.03%
7,355
+841
465
$367K 0.03%
+24,002
466
$367K 0.03%
+18,655
467
$367K 0.03%
4,902
-2,336
468
$367K 0.03%
38,837
+21,021
469
$366K 0.03%
+8,253
470
$366K 0.03%
33,433
+21,221
471
$366K 0.03%
+16,387
472
$365K 0.03%
11,503
-2,307
473
$365K 0.03%
11,826
+870
474
$365K 0.03%
5,923
-1,512
475
$365K 0.03%
+22,796
17 18
19
20 21