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
201
$676K 0.06%
3,345
+957
202
$676K 0.06%
1,646
+718
203
$675K 0.06%
34,923
-3,082
204
$664K 0.05%
+22,538
205
$647K 0.05%
13,850
+1,296
206
$623K 0.05%
17,868
+10,232
207
$615K 0.05%
12,261
+4,031
208
$605K 0.05%
11,296
-143,939
209
$601K 0.05%
4,897
+97
210
$591K 0.05%
18,991
+3,412
211
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19,173
+11,125
212
$577K 0.05%
5,109
-2,969
213
$572K 0.05%
2,130
+947
214
$565K 0.05%
7,990
+4,933
215
$561K 0.05%
5,936
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216
$559K 0.05%
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217
$555K 0.05%
55,017
+22,980
218
$552K 0.05%
29,390
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219
$548K 0.05%
1,577
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220
$548K 0.05%
11,133
+4,209
221
$543K 0.04%
7,547
+78
222
$542K 0.04%
4,328
-647
223
$538K 0.04%
3,233
+6
224
$536K 0.04%
14,510
-17,363
225
$530K 0.04%
6,826
+142
7 8
9
10 11