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
$4.77B
AUM Growth
+$860M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,218
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$34.4M
3
+$30.1M
4
ORLY icon
O'Reilly Automotive
ORLY
+$29.2M
5
MNST icon
Monster Beverage
MNST
+$28.6M

Top Sells

1
+$29.3M
2
+$26.2M
3
+$25.2M
4
BRO icon
Brown & Brown
BRO
+$22.1M
5
QCP
Quality Care Properties, Inc.
QCP
+$20.6M

Sector Composition

1 Industrials 18.97%
2 Technology 18.31%
3 Consumer Discretionary 12.63%
4 Healthcare 11.73%
5 Financials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.18M 0.05%
6,828
+577
302
$2.12M 0.04%
+45,520
303
$2.12M 0.04%
7,706
+1,177
304
$2.1M 0.04%
13,962
+395
305
$2.09M 0.04%
22,718
+20,388
306
$2.09M 0.04%
+129,189
307
$2.07M 0.04%
18,389
+675
308
$2.07M 0.04%
17,590
+941
309
$2.06M 0.04%
159,936
+31,612
310
$2.03M 0.04%
136,365
+116,288
311
$1.97M 0.04%
20,350
-109
312
$1.92M 0.04%
24,077
-4,041
313
$1.91M 0.04%
26,840
-145,862
314
$1.85M 0.04%
+45,055
315
$1.8M 0.04%
16,243
+741
316
$1.79M 0.04%
17,648
-2,743
317
$1.79M 0.04%
24,625
+3,995
318
$1.78M 0.04%
10,673
+197
319
$1.76M 0.04%
+64,914
320
$1.74M 0.04%
23,656
+5,310
321
$1.73M 0.04%
9,762
-1,538
322
$1.72M 0.04%
19,337
-227,109
323
$1.7M 0.04%
45,053
-1,005
324
$1.69M 0.04%
35,018
-7,992
325
$1.69M 0.04%
26,995
-6,368
11 12
13
14 15