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
551
$611K 0.01%
19,526
-3,380
552
$610K 0.01%
14,321
-4,845
553
$607K 0.01%
20,419
+3,843
554
$607K 0.01%
9,304
-2,319
555
$606K 0.01%
+40,283
556
$605K 0.01%
7,731
-1,244
557
$604K 0.01%
11,099
+326
558
$596K 0.01%
11,602
+2,696
559
$596K 0.01%
4,594
-1,918
560
$589K 0.01%
4,818
-1,336
561
$588K 0.01%
10,052
-643
562
$588K 0.01%
18,327
+5,685
563
$587K 0.01%
3,774
-2,198
564
$581K 0.01%
4,250
+38
565
$580K 0.01%
+10,140
566
$578K 0.01%
12,616
+839
567
$576K 0.01%
7,009
-315
568
$574K 0.01%
+17,761
569
$572K 0.01%
+11,912
570
$570K 0.01%
4,617
-1,216
571
$570K 0.01%
23,650
+8,300
572
$570K 0.01%
41,240
+3,400
573
$568K 0.01%
38,596
-3,434
574
$567K 0.01%
34,096
-3,840
575
$564K 0.01%
15,918
-713
21 22
23
24 25