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
51
$3.85M 0.32%
+34,278
52
$3.79M 0.31%
71,828
-47,892
53
$3.79M 0.31%
77,528
+9,648
54
$3.75M 0.31%
12,842
+11,075
55
$3.7M 0.31%
29,207
+24,665
56
$3.69M 0.3%
16,048
-8,694
57
$3.6M 0.3%
57,596
+28,227
58
$3.59M 0.3%
206,653
+39,990
59
$3.55M 0.29%
207,648
-1,379
60
$3.5M 0.29%
+50,169
61
$3.5M 0.29%
+16,402
62
$3.45M 0.28%
26,703
+2,040
63
$3.42M 0.28%
9,064
-3,928
64
$3.41M 0.28%
24,312
-11,255
65
$3.38M 0.28%
+209,532
66
$3.37M 0.28%
10,958
+1,885
67
$3.27M 0.27%
50,387
+23,487
68
$3.24M 0.27%
+6,344
69
$3.24M 0.27%
163,967
+3,789
70
$3.23M 0.27%
+44,001
71
$3.15M 0.26%
+8,158
72
$3.14M 0.26%
68,311
-21,184
73
$3.07M 0.25%
183,895
-358,716
74
$3.05M 0.25%
11,176
+9,946
75
$3.03M 0.25%
111,733
-3,627
1 2
3
4 5