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
751
$41.4K ﹤0.01%
10,913
+8
752
$34.8K ﹤0.01%
+12,401
753
$26.1K ﹤0.01%
+15,438
754
$25.2K ﹤0.01%
10,577
-253
755
$16.1K ﹤0.01%
+12,483
756
$9.16K ﹤0.01%
+517
757
– –
-46,098
758
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-1,977
759
– –
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760
– –
-42,530
761
– –
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762
– –
-15,122
763
– –
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764
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765
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766
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767
– –
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768
– –
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769
– –
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770
– –
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772
– –
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774
– –
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– –
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29 30
31
32 33