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
651
$470K 0.01%
23,796
+6,654
652
$466K 0.01%
7,704
+1,748
653
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654
$465K 0.01%
10,005
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655
$464K 0.01%
2,018
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656
$464K 0.01%
7,533
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657
$461K 0.01%
7,630
-95,238
658
$461K 0.01%
+2,847
659
$461K 0.01%
15,798
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660
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661
$459K 0.01%
7,603
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662
$459K 0.01%
2,939
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663
$458K 0.01%
2,059
-6,412
664
$457K 0.01%
16,893
-4,718
665
$457K 0.01%
8,044
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$455K 0.01%
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667
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16,565
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670
$453K 0.01%
+20,113
671
$453K 0.01%
13,598
+3,763
672
$452K 0.01%
11,233
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673
$450K 0.01%
12,978
+5,409
674
$448K 0.01%
9,025
-501
675
$446K 0.01%
5,473
-320
25 26
27
28 29