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
701
$134K 0.01%
+19,547
702
$133K 0.01%
+10,816
703
$132K 0.01%
+14,805
704
$128K 0.01%
19,953
-18,147
705
$125K 0.01%
+28,537
706
$124K 0.01%
11,172
+246
707
$121K 0.01%
29,199
-546
708
$119K 0.01%
+10,877
709
$118K 0.01%
25,000
710
$117K 0.01%
18,662
-7,138
711
$117K 0.01%
26,755
-29,298
712
$114K 0.01%
16,575
-15,380
713
$112K 0.01%
41,251
+26,679
714
$107K 0.01%
21,256
+4,221
715
$107K 0.01%
+16,056
716
$103K 0.01%
+62,058
717
$101K 0.01%
+10,489
718
$101K 0.01%
16,738
-305
719
$98.6K 0.01%
17,172
+2,255
720
$98.2K 0.01%
+12,658
721
$97.9K 0.01%
+14,862
722
$88.5K 0.01%
28,926
+16,559
723
$86.9K 0.01%
+11,667
724
$86.2K 0.01%
42,041
-19,612
725
$82.2K 0.01%
+11,006
27 28
29
30 31