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
151
$1.07M 0.09%
+5,693
152
$1.05M 0.09%
13,564
+3,285
153
$1.04M 0.09%
13,963
+3,173
154
$1.04M 0.09%
4,152
+1,524
155
$1.01M 0.08%
5,004
+1,138
156
$1.01M 0.08%
+3,851
157
$1.01M 0.08%
21,902
-69,851
158
$987K 0.08%
16,136
-360
159
$981K 0.08%
7,853
+367
160
$980K 0.08%
14,680
-265
161
$977K 0.08%
23,687
-7,786
162
$961K 0.08%
12,987
+5,726
163
$951K 0.08%
7,116
+2,107
164
$947K 0.08%
34,613
-386
165
$946K 0.08%
34,490
+22,880
166
$924K 0.08%
+54,346
167
$923K 0.08%
8,498
+1,411
168
$921K 0.08%
35,825
-4,175
169
$914K 0.08%
21,456
+4,761
170
$907K 0.07%
1,872
+127
171
$902K 0.07%
22,970
+11,806
172
$899K 0.07%
32,476
+17,011
173
$895K 0.07%
+15,717
174
$894K 0.07%
8,796
+4,108
175
$867K 0.07%
30,166
+2,586
5 6
7
8 9