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
726
$81.7K 0.01%
11,177
-2,612
727
$80.3K 0.01%
+27,024
728
$78.8K 0.01%
16,135
-4,415
729
$78.4K 0.01%
42,114
-12,746
730
$78.2K 0.01%
2,042
-1,337
731
$77.7K 0.01%
32,530
-6,253
732
$76.8K 0.01%
16,832
-80,622
733
$76.4K 0.01%
14,896
+1,736
734
$76.4K 0.01%
26,806
-5,136
735
$75.6K 0.01%
19,008
-5,558
736
$75.2K 0.01%
29,162
-5,285
737
$73.3K 0.01%
20,145
+6,985
738
$73.1K 0.01%
+10,684
739
$72K 0.01%
+10,287
740
$71.4K 0.01%
16,331
-428
741
$70.5K 0.01%
+13,829
742
$68.1K 0.01%
+13,561
743
$62.8K 0.01%
+19,748
744
$61.3K 0.01%
10,132
-2,391
745
$60.7K 0.01%
+13,761
746
$57.7K ﹤0.01%
+11,478
747
$56.2K ﹤0.01%
35,112
+152
748
$49.6K ﹤0.01%
74,488
+43,431
749
$49.1K ﹤0.01%
+13,312
750
$44.4K ﹤0.01%
37,618
+162
28 29
30
31 32