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
26
$6.66M 0.55%
74,947
+1,984
27
$6.49M 0.54%
46,289
+19,357
28
$6.44M 0.53%
+21,304
29
$6.14M 0.51%
114,193
-8
30
$6.11M 0.5%
57,717
-8,156
31
$5.71M 0.47%
+203,501
32
$5.69M 0.47%
+100,005
33
$5.23M 0.43%
+35,065
34
$5.18M 0.43%
+487,683
35
$5.07M 0.42%
21,074
+20,149
36
$4.99M 0.41%
18,844
-2,343
37
$4.87M 0.4%
5,920
-1,431
38
$4.83M 0.4%
119,250
-3,145
39
$4.72M 0.39%
48,740
-10,747
40
$4.63M 0.38%
32,511
+10,334
41
$4.52M 0.37%
77,614
+47,154
42
$4.44M 0.37%
8,809
+2,481
43
$4.42M 0.36%
17,337
+12,993
44
$4.39M 0.36%
24,061
+21,524
45
$4.13M 0.34%
77,910
-386,539
46
$4.11M 0.34%
34,975
+10,777
47
$4.05M 0.33%
52,668
+3,538
48
$3.92M 0.32%
14,403
+2,673
49
$3.91M 0.32%
142,754
-181,188
50
$3.9M 0.32%
666,047
+573,249
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