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
626
$498K 0.01%
5,274
+717
627
$498K 0.01%
+24,624
628
$497K 0.01%
7,700
+3,025
629
$497K 0.01%
28,253
-3,882
630
$496K 0.01%
6,280
-969
631
$494K 0.01%
2,793
-138
632
$493K 0.01%
3,491
+689
633
$493K 0.01%
10,031
+1,159
634
$491K 0.01%
8,789
-7,130
635
$490K 0.01%
7,057
-1,303
636
$488K 0.01%
7,285
-69
637
$487K 0.01%
+6,528
638
$486K 0.01%
5,135
-584
639
$486K 0.01%
4,772
-67,496
640
$485K 0.01%
31,407
-1,489
641
$483K 0.01%
17,741
+3,074
642
$479K 0.01%
28,694
+15,678
643
$479K 0.01%
17,328
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644
$478K 0.01%
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645
$477K 0.01%
8,722
+4,971
646
$476K 0.01%
9,086
+271
647
$475K 0.01%
3,215
+183
648
$474K 0.01%
15,586
-287,677
649
$473K 0.01%
11,971
+3,428
650
$472K 0.01%
3,163
-2,152
24 25
26
27 28