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
601
$1.86M 0.05%
135,423
-86,075
602
$1.84M 0.05%
+12,815
603
$1.83M 0.05%
253,785
+137,105
604
$1.82M 0.05%
42,880
-34,304
605
$1.82M 0.05%
882,192
-2,501
606
$1.8M 0.05%
77,523
-88,514
607
$1.8M 0.05%
637,311
-1,306,463
608
$1.79M 0.05%
169,054
+21,387
609
$1.78M 0.05%
32,716
+3,595
610
$1.78M 0.05%
42,637
-2,462
611
$1.77M 0.05%
34,743
-2,240
612
$1.76M 0.05%
106,778
+18,584
613
$1.76M 0.05%
+67,326
614
$1.76M 0.05%
118,410
-126,859
615
$1.76M 0.05%
49,877
-22,570
616
$1.76M 0.05%
11,230
-14,174
617
$1.75M 0.05%
275,357
+199,021
618
$1.75M 0.05%
41,438
-40,266
619
$1.74M 0.05%
337,665
-39,472
620
$1.74M 0.05%
30,268
-27,796
621
$1.74M 0.05%
41,285
+2,220
622
$1.73M 0.05%
13,886
-1,328
623
$1.72M 0.05%
29,289
-198,237
624
$1.72M 0.05%
300,149
+224,418
625
$1.71M 0.05%
81,694
-7,635
23 24
25
26 27