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
626
$227K 0.02%
1,113
-707
627
$225K 0.02%
4,595
-2,255
628
$224K 0.02%
+10,094
629
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630
$222K 0.02%
32,047
-22,046
631
$222K 0.02%
+2,880
632
$221K 0.02%
17,291
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633
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634
$220K 0.02%
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635
$219K 0.02%
51,922
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636
$217K 0.02%
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637
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+6,112
638
$216K 0.02%
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639
$216K 0.02%
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-255
640
$215K 0.02%
4,230
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641
$213K 0.02%
37,812
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642
$211K 0.02%
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$210K 0.02%
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646
$208K 0.02%
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647
$208K 0.02%
6,399
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648
$208K 0.02%
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649
$208K 0.02%
15,641
-11,458
650
$207K 0.02%
+3,324
24 25
26
27 28