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
601
$247K 0.02%
55,208
+14,210
602
$247K 0.02%
4,788
-2,571
603
$246K 0.02%
11,224
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604
$245K 0.02%
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605
$245K 0.02%
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606
$245K 0.02%
14,757
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607
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+11,899
608
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609
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610
$241K 0.02%
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611
$240K 0.02%
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-110,818
612
$238K 0.02%
4,461
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613
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614
$236K 0.02%
22,186
-24,825
615
$235K 0.02%
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-12,398
616
$235K 0.02%
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617
$234K 0.02%
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$234K 0.02%
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620
$231K 0.02%
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621
$229K 0.02%
8,803
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622
$229K 0.02%
1,755
-2,608
623
$228K 0.02%
+5,675
624
$228K 0.02%
+7,627
625
$228K 0.02%
+14,554
23 24
25
26 27