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
576
$277K 0.02%
21,247
-179
577
$277K 0.02%
+26,454
578
$275K 0.02%
+27,811
579
$274K 0.02%
+1,683
580
$274K 0.02%
+6,211
581
$269K 0.02%
+7,145
582
$268K 0.02%
7,192
-8,321
583
$266K 0.02%
+6,196
584
$266K 0.02%
43,476
-10,828
585
$265K 0.02%
+10,290
586
$265K 0.02%
8,998
-1,696
587
$262K 0.02%
+24,171
588
$261K 0.02%
+3,034
589
$260K 0.02%
+7,733
590
$260K 0.02%
+4,117
591
$259K 0.02%
45,868
+29,127
592
$259K 0.02%
+31,710
593
$258K 0.02%
+29,324
594
$258K 0.02%
24,722
+9,005
595
$256K 0.02%
3,339
+297
596
$256K 0.02%
12,547
+4,337
597
$255K 0.02%
+7,138
598
$254K 0.02%
+8,517
599
$250K 0.02%
+1,231
600
$250K 0.02%
+2,295
22 23
24
25 26