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
476
$364K 0.03%
3,992
+384
477
$364K 0.03%
3,348
+507
478
$364K 0.03%
+30,963
479
$363K 0.03%
+56,468
480
$362K 0.03%
17,072
+7,416
481
$362K 0.03%
4,454
-750
482
$359K 0.03%
5,344
-29,424
483
$358K 0.03%
24,236
+11,569
484
$358K 0.03%
+14,755
485
$356K 0.03%
+8,024
486
$356K 0.03%
16,436
+3,220
487
$355K 0.03%
26,091
+7,580
488
$355K 0.03%
45,053
-1,810
489
$354K 0.03%
85,967
+40,679
490
$352K 0.03%
2,981
-5,039
491
$351K 0.03%
3,654
-1,234
492
$351K 0.03%
22,650
+1,735
493
$351K 0.03%
12,064
+2,587
494
$349K 0.03%
2,405
-2,354
495
$349K 0.03%
5,615
-2,446
496
$348K 0.03%
4,047
-1,842
497
$347K 0.03%
924
-530
498
$347K 0.03%
14,097
-6,389
499
$345K 0.03%
66,380
+2,682
500
$345K 0.03%
+4,963
18 19
20
21 22