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
176
$862K 0.07%
+37,098
177
$853K 0.07%
63,874
+11,051
178
$844K 0.07%
+24,805
179
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3,200
-73
180
$798K 0.07%
5,272
+1,344
181
$790K 0.07%
7,710
-2,221
182
$787K 0.06%
7,640
-2,822
183
$783K 0.06%
11,505
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184
$775K 0.06%
17,228
+4,228
185
$762K 0.06%
11,288
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186
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187
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8,765
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188
$754K 0.06%
3,811
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189
$749K 0.06%
11,713
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190
$748K 0.06%
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191
$746K 0.06%
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7,991
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193
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194
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58,014
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195
$732K 0.06%
15,860
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196
$722K 0.06%
13,335
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197
$712K 0.06%
6,621
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198
$703K 0.06%
216,900
+86,966
199
$700K 0.06%
17,970
+11,957
200
$691K 0.06%
56,381
-102
6 7
8
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