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
551
$300K 0.02%
20,122
-28,871
552
$300K 0.02%
29,989
+3,279
553
$300K 0.02%
+6,963
554
$299K 0.02%
29,124
+13,538
555
$295K 0.02%
11,420
-4,989
556
$295K 0.02%
23,003
+4,186
557
$294K 0.02%
4,595
+1,232
558
$294K 0.02%
7,858
-125
559
$293K 0.02%
2,916
-794
560
$292K 0.02%
10,304
-2,774
561
$292K 0.02%
4,281
-430
562
$292K 0.02%
+6,371
563
$290K 0.02%
+3,825
564
$289K 0.02%
3,802
-1,391
565
$288K 0.02%
+12,844
566
$288K 0.02%
2,647
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567
$287K 0.02%
758
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568
$287K 0.02%
+6,004
569
$285K 0.02%
8,441
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570
$285K 0.02%
6,677
+41
571
$283K 0.02%
29,426
+10,764
572
$281K 0.02%
5,454
-3,151
573
$281K 0.02%
+4,931
574
$280K 0.02%
10,351
-2,428
575
$278K 0.02%
1,645
-1,095
21 22
23
24 25