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
676
$179K 0.01%
+19,959
677
$177K 0.01%
18,834
+347
678
$173K 0.01%
11,115
+852
679
$172K 0.01%
16,172
-1,650
680
$172K 0.01%
32,733
+19,543
681
$170K 0.01%
+11,973
682
$170K 0.01%
43,600
+19,231
683
$169K 0.01%
+14,074
684
$166K 0.01%
35,816
+25,584
685
$166K 0.01%
12,346
-10,549
686
$163K 0.01%
+11,854
687
$159K 0.01%
26,087
+9,327
688
$158K 0.01%
+30,934
689
$158K 0.01%
+13,262
690
$152K 0.01%
+11,729
691
$151K 0.01%
18,397
+8,163
692
$151K 0.01%
10,414
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693
$150K 0.01%
+14,396
694
$149K 0.01%
18,601
-8,743
695
$148K 0.01%
144,600
-164,818
696
$148K 0.01%
27,729
+7,450
697
$147K 0.01%
+31,647
698
$145K 0.01%
39,658
+23,997
699
$140K 0.01%
14,943
-5,028
700
$138K 0.01%
28,941
+6,754
26 27
28
29 30