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
426
$902K 0.02%
12,640
+1,781
427
$891K 0.02%
+26,451
428
$883K 0.02%
13,698
+3,347
429
$882K 0.02%
22,336
-1,963
430
$877K 0.02%
10,603
-125,588
431
$877K 0.02%
9,294
-98,958
432
$869K 0.02%
14,982
-8,919
433
$869K 0.02%
15,952
+1,986
434
$863K 0.02%
3,410
+73
435
$855K 0.02%
+3,834
436
$849K 0.02%
+10,751
437
$840K 0.02%
12,129
+72
438
$837K 0.02%
6,490
-44,863
439
$834K 0.02%
+14,696
440
$830K 0.02%
+22,002
441
$819K 0.02%
413
-233
442
$818K 0.02%
23,436
-15,133
443
$817K 0.02%
14,661
+841
444
$816K 0.02%
+26,802
445
$815K 0.02%
7,565
+2,992
446
$815K 0.02%
13,976
-4,062
447
$811K 0.02%
9,724
+993
448
$810K 0.02%
+25,061
449
$807K 0.02%
22,763
-469,557
450
$806K 0.02%
28,258
+10,141
16 17
18
19 20