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
$3.79B
AUM Growth
-$3.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17.3M
3
+$16.2M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$15.2M
5
TJX icon
TJX Companies
TJX
+$15.1M

Top Sells

1
+$24.5M
2
+$24.3M
3
+$19.8M
4
ORLY icon
O'Reilly Automotive
ORLY
+$19.7M
5
ACN icon
Accenture
ACN
+$18.9M

Sector Composition

1 Real Estate 14.52%
2 Technology 12.56%
3 Industrials 11.61%
4 Financials 10.89%
5 Consumer Discretionary 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$553K 0.01%
105,251
-245,589
1002
$550K 0.01%
+15,253
1003
$547K 0.01%
+12,089
1004
$546K 0.01%
30,658
-3,250
1005
$544K 0.01%
94,561
+26,548
1006
$543K 0.01%
45,563
+3,420
1007
$541K 0.01%
96,148
-245,552
1008
$537K 0.01%
60,360
+5,334
1009
$536K 0.01%
60,645
-28,057
1010
$534K 0.01%
15,595
-294,120
1011
$533K 0.01%
40,283
-3,244
1012
$530K 0.01%
34,841
+7,891
1013
$526K 0.01%
53,952
+14,846
1014
$524K 0.01%
+23,650
1015
$522K 0.01%
19,001
+8,449
1016
$521K 0.01%
178,957
+74,170
1017
$521K 0.01%
22,525
-1
1018
$516K 0.01%
24,184
-3,117
1019
$513K 0.01%
28,254
-27,729
1020
$513K 0.01%
2,899
-5,443
1021
$513K 0.01%
+21,640
1022
$512K 0.01%
+28,108
1023
$512K 0.01%
19,584
-852
1024
$511K 0.01%
168,717
+49,058
1025
$511K 0.01%
78,641
+39,627
39 40
41
42 43