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
801
$313K 0.01%
1,759
-5,466
802
$312K 0.01%
2,065
-681
803
$312K 0.01%
5,945
-505
804
$311K 0.01%
205
+5
805
$310K 0.01%
2,141
-5,360
806
$310K 0.01%
+7,913
807
$309K 0.01%
1,951
-610
808
$308K 0.01%
4,135
-804
809
$308K 0.01%
+6,342
810
$308K 0.01%
4,336
+5
811
$307K 0.01%
2,995
-55,816
812
$305K 0.01%
+27,536
813
$304K 0.01%
32,911
+53
814
$303K 0.01%
2,266
-1,129
815
$300K 0.01%
2,767
-13,628
816
$300K 0.01%
+4,084
817
$300K 0.01%
27,656
-12,638
818
$299K 0.01%
+6,682
819
$297K 0.01%
665
-211
820
$297K 0.01%
1,895
-30,949
821
$297K 0.01%
4,508
-486
822
$296K 0.01%
7,683
+1,284
823
$296K 0.01%
+12,498
824
$296K 0.01%
2,819
-6,740
825
$295K 0.01%
4,799
-728
31 32
33
34 35