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
851
$276K 0.01%
5,159
+627
852
$273K 0.01%
+19,535
853
$273K 0.01%
2,650
+255
854
$272K 0.01%
+28,165
855
$272K 0.01%
26,300
-1,677
856
$271K 0.01%
2,144
-25,237
857
$271K 0.01%
1,475
-802
858
$271K 0.01%
4,976
-52,054
859
$271K 0.01%
1,686
+9
860
$268K 0.01%
3,785
-1,722
861
$268K 0.01%
5,550
-7,732
862
$267K 0.01%
2,730
-120,122
863
$267K 0.01%
+4,526
864
$267K 0.01%
5,655
+568
865
$265K 0.01%
2,495
-757
866
$264K 0.01%
+7,165
867
$262K 0.01%
2,666
-97,080
868
$262K 0.01%
18,695
-355,377
869
$262K 0.01%
4,042
-129,298
870
$262K 0.01%
1,429
-993
871
$262K 0.01%
+5,402
872
$261K 0.01%
1,059
+162
873
$261K 0.01%
3,834
+134
874
$261K 0.01%
2,045
-137
875
$261K 0.01%
4,958
-167,293
33 34
35
36 37