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
76
$3.01M 0.25%
5,604
-3,545
77
$2.94M 0.24%
+26,425
78
$2.94M 0.24%
117,206
+31,128
79
$2.78M 0.23%
+12,948
80
$2.77M 0.23%
+9,687
81
$2.68M 0.22%
67,522
-6,828
82
$2.67M 0.22%
39,234
+24,821
83
$2.63M 0.22%
10,481
+1,695
84
$2.6M 0.21%
7,306
+6,101
85
$2.55M 0.21%
+15,130
86
$2.55M 0.21%
40,043
+11,402
87
$2.54M 0.21%
53,617
-13,159
88
$2.44M 0.2%
56,030
-12,050
89
$2.39M 0.2%
+55,498
90
$2.39M 0.2%
18,804
+16,584
91
$2.38M 0.2%
+17,596
92
$2.34M 0.19%
+33,933
93
$2.3M 0.19%
39,946
+10,780
94
$2.05M 0.17%
+23,074
95
$2.04M 0.17%
58,250
96
$2.02M 0.17%
44,968
+37,513
97
$1.98M 0.16%
16,967
+12,496
98
$1.97M 0.16%
115,465
+85,031
99
$1.96M 0.16%
52,244
+38,704
100
$1.96M 0.16%
+73,115
2 3
4
5 6