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
651
$206K 0.02%
2,175
-267,535
652
$206K 0.02%
+12,723
653
$206K 0.02%
+6,940
654
$205K 0.02%
+1,704
655
$205K 0.02%
+39,420
656
$204K 0.02%
+2,150
657
$204K 0.02%
+9,603
658
$204K 0.02%
+22,820
659
$203K 0.02%
+1,100
660
$203K 0.02%
21,575
+9,483
661
$202K 0.02%
+10,496
662
$202K 0.02%
3,220
-6,670
663
$201K 0.02%
+4,792
664
$201K 0.02%
+69,177
665
$200K 0.02%
2,544
-1,473
666
$200K 0.02%
12,538
-9,321
667
$198K 0.02%
+14,086
668
$196K 0.02%
55,457
+38,179
669
$196K 0.02%
100,546
+75,041
670
$194K 0.02%
+11,684
671
$193K 0.02%
18,905
-6,545
672
$190K 0.02%
+20,949
673
$187K 0.02%
+25,704
674
$186K 0.02%
12,023
+188
675
$184K 0.02%
41,833
+16,861
25 26
27
28 29