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
$3.79B
AUM Growth
-$3.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.3M
3
+$16.2M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$15.2M
5
TJX icon
TJX Companies
TJX
+$15.1M

Top Sells

1
+$24.5M
2
+$24.3M
3
+$19.8M
4
ORLY icon
O'Reilly Automotive
ORLY
+$19.7M
5
ACN icon
Accenture
ACN
+$18.9M

Sector Composition

1 Real Estate 14.52%
2 Technology 12.56%
3 Industrials 11.61%
4 Financials 10.89%
5 Consumer Discretionary 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.05M 0.13%
156,750
-45,305
252
$5.04M 0.13%
90,890
-27,982
253
$5.04M 0.13%
254,146
-49,247
254
$5.01M 0.13%
55,284
-108,915
255
$5M 0.13%
31,639
+126
256
$5M 0.13%
296,284
-112,795
257
$4.97M 0.13%
31,375
+12,339
258
$4.96M 0.13%
25,780
-57,969
259
$4.94M 0.13%
230,023
-139,042
260
$4.9M 0.13%
+66,865
261
$4.88M 0.13%
145,010
-31,125
262
$4.88M 0.13%
88,411
-38,241
263
$4.87M 0.13%
137,479
-110,152
264
$4.86M 0.13%
279,618
+85,135
265
$4.82M 0.13%
143,824
-17,810
266
$4.79M 0.13%
133,210
+36,442
267
$4.78M 0.13%
216,874
+74,313
268
$4.75M 0.13%
49,608
-12,536
269
$4.75M 0.13%
16,557
-4,922
270
$4.74M 0.13%
267,559
+154,659
271
$4.7M 0.12%
66,393
-9,537
272
$4.68M 0.12%
143,061
+19,443
273
$4.68M 0.12%
174,691
-201,868
274
$4.66M 0.12%
25,614
+571
275
$4.66M 0.12%
303,858
-145,948
9 10
11
12 13