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
526
$2.32M 0.06%
44,457
-5,271
527
$2.31M 0.06%
73,261
+12,398
528
$2.31M 0.06%
110,640
+16,530
529
$2.31M 0.06%
187,153
-216,880
530
$2.3M 0.06%
62,352
-14,236
531
$2.29M 0.06%
379,774
-41,249
532
$2.28M 0.06%
41,175
+9,114
533
$2.28M 0.06%
+42,083
534
$2.27M 0.06%
2,615
-56
535
$2.27M 0.06%
215,514
-121,226
536
$2.26M 0.06%
158,611
+20,000
537
$2.25M 0.06%
37,358
-95,720
538
$2.25M 0.06%
90,537
+1,800
539
$2.24M 0.06%
472,140
+190,040
540
$2.24M 0.06%
13,506
+6,207
541
$2.22M 0.06%
18,594
+6,511
542
$2.22M 0.06%
122,353
-63,266
543
$2.21M 0.06%
55,008
+33,822
544
$2.2M 0.06%
+65,719
545
$2.18M 0.06%
+34,610
546
$2.18M 0.06%
120,206
-118,773
547
$2.17M 0.06%
18,669
-1,576
548
$2.17M 0.06%
310,296
+150,346
549
$2.17M 0.06%
35,019
-35,468
550
$2.17M 0.06%
209,416
+79,812
20 21
22
23 24