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
551
$2.17M 0.06%
178,222
-8,312
552
$2.16M 0.06%
406,581
-337,012
553
$2.14M 0.06%
21,817
+14,819
554
$2.14M 0.06%
113,623
+10,848
555
$2.13M 0.06%
32,450
-26,594
556
$2.11M 0.06%
73,029
-18,592
557
$2.1M 0.06%
11,104
+2,984
558
$2.1M 0.06%
180,648
+23,083
559
$2.1M 0.06%
+40,120
560
$2.1M 0.06%
142,043
-7,331
561
$2.09M 0.06%
380,729
+117,571
562
$2.08M 0.05%
52,195
+25,907
563
$2.07M 0.05%
34,072
-11,932
564
$2.06M 0.05%
135,554
+4,010
565
$2.06M 0.05%
38,362
+17,569
566
$2.05M 0.05%
20,609
-106,593
567
$2.05M 0.05%
64,662
-287,397
568
$2.04M 0.05%
46,980
-3,493
569
$2.04M 0.05%
80,077
+3,770
570
$2.03M 0.05%
256,550
-122,489
571
$2.03M 0.05%
110,457
-35,415
572
$2.02M 0.05%
719
+200
573
$2.02M 0.05%
225,504
-400,537
574
$2.01M 0.05%
7,517
-9,367
575
$2.01M 0.05%
25,741
-22,483
21 22
23
24 25