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
526
$319K 0.03%
+5,518
527
$317K 0.03%
+13,526
528
$316K 0.03%
11,211
+1,311
529
$315K 0.03%
43,936
+20,301
530
$314K 0.03%
+6,571
531
$313K 0.03%
68,058
+16,416
532
$313K 0.03%
+1,570
533
$312K 0.03%
1,749
-2,902
534
$310K 0.03%
+3,895
535
$310K 0.03%
6,101
-2,760
536
$309K 0.03%
+20,395
537
$308K 0.03%
+9,372
538
$308K 0.03%
4,039
-4,214
539
$306K 0.03%
1,999
-1,804
540
$305K 0.03%
72,522
+57,989
541
$305K 0.03%
4,469
-2,702
542
$305K 0.03%
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543
$305K 0.03%
+49,921
544
$304K 0.03%
4,970
-2,041
545
$303K 0.03%
+12,043
546
$303K 0.03%
5,385
-918
547
$303K 0.02%
2,617
-12
548
$302K 0.02%
12,801
+3,338
549
$302K 0.02%
35,979
+2,290
550
$301K 0.02%
3,915
+85
20 21
22
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