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
501
$344K 0.03%
+1,654
502
$342K 0.03%
3,603
+371
503
$340K 0.03%
8,181
+1,447
504
$339K 0.03%
4,966
+1,840
505
$338K 0.03%
3,270
+851
506
$336K 0.03%
739
-3,250
507
$336K 0.03%
+3,485
508
$336K 0.03%
10,518
+1,865
509
$335K 0.03%
7,060
-1,644
510
$335K 0.03%
1,361
-5,136
511
$334K 0.03%
171,415
+105,736
512
$334K 0.03%
3,282
+860
513
$332K 0.03%
+759
514
$330K 0.03%
+7,984
515
$330K 0.03%
+12,183
516
$329K 0.03%
7,782
-2,263
517
$328K 0.03%
49,638
+19,697
518
$328K 0.03%
+12,158
519
$327K 0.03%
+4,449
520
$327K 0.03%
+6,175
521
$324K 0.03%
6,663
-10,620
522
$324K 0.03%
2,475
-209
523
$322K 0.03%
7,961
+200
524
$320K 0.03%
12,373
+4,275
525
$319K 0.03%
+3,713
19 20
21
22 23