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
51
$21.2M 0.44%
117,383
-1,183
52
$21M 0.44%
142,374
+69,833
53
$21M 0.44%
186,235
+90,356
54
$21M 0.44%
+250,043
55
$20.9M 0.44%
511,682
+83,158
56
$20.9M 0.44%
311,459
+306,200
57
$20.8M 0.44%
338,434
-5,893
58
$20.7M 0.43%
+451,018
59
$20.5M 0.43%
55,111
+49,347
60
$20.3M 0.43%
282,937
+183,098
61
$20.2M 0.42%
119,568
-10,482
62
$20.2M 0.42%
477,230
+298,745
63
$20.1M 0.42%
223,343
+141,225
64
$19.8M 0.42%
407,241
-18,950
65
$19.5M 0.41%
465,396
+157,800
66
$19.5M 0.41%
149,463
-13,767
67
$19.3M 0.41%
267,154
-133,286
68
$19.3M 0.4%
224,349
-182,719
69
$19.1M 0.4%
813,840
+423,516
70
$18.7M 0.39%
164,234
+160,505
71
$18.6M 0.39%
204,303
+128,395
72
$18.3M 0.38%
487,446
-34,482
73
$18.2M 0.38%
+29,831
74
$18.1M 0.38%
142,615
+135,560
75
$17.7M 0.37%
647,331
+455,087
1 2
3
4 5