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
101
$1.95M 0.16%
+21,438
102
$1.95M 0.16%
+110,786
103
$1.94M 0.16%
+52,059
104
$1.87M 0.15%
4,732
-9,775
105
$1.87M 0.15%
21,226
-455
106
$1.85M 0.15%
50,450
+38,800
107
$1.84M 0.15%
+23,610
108
$1.84M 0.15%
13,684
+9,502
109
$1.83M 0.15%
4,588
-4,197
110
$1.83M 0.15%
20,712
+16,494
111
$1.82M 0.15%
33,329
-5,243
112
$1.76M 0.15%
14,732
-43,971
113
$1.75M 0.14%
18,800
-18,211
114
$1.66M 0.14%
+15,210
115
$1.66M 0.14%
+22,048
116
$1.63M 0.13%
3,199
-5,896
117
$1.63M 0.13%
+21,097
118
$1.62M 0.13%
9,472
+1,278
119
$1.6M 0.13%
44,975
+29,975
120
$1.6M 0.13%
+79,497
121
$1.58M 0.13%
7,728
+3,618
122
$1.58M 0.13%
+14,968
123
$1.55M 0.13%
+57,718
124
$1.53M 0.13%
3,828
+76
125
$1.5M 0.12%
25,350
3 4
5
6 7