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
1501
– –
-35,819
1502
– –
-13,446
1503
– –
-73,401
1504
– –
-28,817
1505
– –
-26,702
1506
– –
-3,021
1507
– –
-75,118
1508
– –
-199,381
1509
– –
-1,084
1510
– –
-53,433
1511
– –
-7,882
1512
– –
-13,242
1513
– –
-8,610
1514
– –
-8,209
1515
– –
-4,725
1516
– –
-42,373
1517
– –
-271,992
1518
– –
-14,112
1519
– –
-89,878
1520
– –
-2,342
1521
– –
-7,493
1522
– –
-4,902
1523
– –
-12,811
1524
– –
-37,812
1525
– –
-31,082
59 60
61
62 63