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
901
$241K 0.01%
3,379
-1,224
902
$240K 0.01%
1,644
-479
903
$240K 0.01%
16,140
-5,599
904
$239K 0.01%
8,239
-3,022
905
$238K 0.01%
8,939
-5,844
906
$237K 0.01%
5,078
-225
907
$236K ﹤0.01%
1,304
-33,988
908
$236K ﹤0.01%
8,930
-214,302
909
$236K ﹤0.01%
+4,657
910
$236K ﹤0.01%
3,325
-2,826
911
$236K ﹤0.01%
2,636
-183
912
$234K ﹤0.01%
4,724
-44,868
913
$234K ﹤0.01%
+5,950
914
$234K ﹤0.01%
6,814
-4,805
915
$232K ﹤0.01%
+513
916
$232K ﹤0.01%
+1,790
917
$231K ﹤0.01%
5,084
-1,738
918
$230K ﹤0.01%
1,772
-861
919
$230K ﹤0.01%
+6,081
920
$228K ﹤0.01%
+5,187
921
$228K ﹤0.01%
+3,894
922
$228K ﹤0.01%
5,148
-2,665
923
$228K ﹤0.01%
+3,284
924
$228K ﹤0.01%
2,590
-10,371
925
$227K ﹤0.01%
2,786
-368
35 36
37
38 39