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
126
$1.49M 0.12%
+16,117
127
$1.48M 0.12%
+34,620
128
$1.48M 0.12%
14,390
-6,125
129
$1.47M 0.12%
196,644
+45,549
130
$1.46M 0.12%
5,357
-378
131
$1.43M 0.12%
13,021
+9,789
132
$1.38M 0.11%
+4,401
133
$1.33M 0.11%
+28,820
134
$1.32M 0.11%
7,439
-639
135
$1.3M 0.11%
10,477
+1,435
136
$1.29M 0.11%
65,685
-13,704
137
$1.27M 0.1%
55,344
+1,752
138
$1.26M 0.1%
11,751
-2,947
139
$1.24M 0.1%
56,075
+44,894
140
$1.22M 0.1%
205
+27
141
$1.21M 0.1%
8,414
+467
142
$1.2M 0.1%
73,083
+12,486
143
$1.19M 0.1%
15,675
+1,752
144
$1.17M 0.1%
5,101
+3,748
145
$1.14M 0.09%
6,810
+3,034
146
$1.13M 0.09%
24,066
-13,225
147
$1.11M 0.09%
60,586
+19,185
148
$1.11M 0.09%
14,941
-873
149
$1.09M 0.09%
+31,676
150
$1.09M 0.09%
7,684
-28,133
4 5
6
7 8