WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
601
$535K 0.01%
5,319
+1,727
602
$535K 0.01%
8,375
+650
603
$535K 0.01%
+6,588
604
$534K 0.01%
6,979
+20
605
$533K 0.01%
21,005
-17,925
606
$533K 0.01%
5,261
-5,249
607
$531K 0.01%
22,127
-10,004
608
$529K 0.01%
10,022
-1,412
609
$527K 0.01%
4,476
+2,218
610
$526K 0.01%
4,381
-528
611
$524K 0.01%
3,510
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612
$521K 0.01%
8,535
-7,086
613
$520K 0.01%
5,832
-51,968
614
$519K 0.01%
+6,747
615
$518K 0.01%
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616
$516K 0.01%
9,454
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617
$515K 0.01%
32,754
+7,591
618
$515K 0.01%
22,196
-7,994
619
$513K 0.01%
432
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620
$512K 0.01%
+5,018
621
$510K 0.01%
16,545
+4,024
622
$509K 0.01%
+7,249
623
$504K 0.01%
+31,213
624
$504K 0.01%
2,828
-45,234
625
$500K 0.01%
5,307
-425
23 24
25
26 27