WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
1601
– –
-15,091
1602
– –
-13,411
1603
– –
-6,148
1604
– –
-1,478
1605
– –
-13,974
1606
– –
-135,058
1607
– –
-10,430
1608
– –
-2,559
1609
– –
-31,888
1610
– –
-86,776
1611
– –
-3,243
1612
– –
-20,568
1613
– –
-34,828
1614
– –
-170,133
1615
– –
-3,538
1616
– –
-45,252
1617
– –
-68,784
1618
– –
-25,041
1619
– –
-18,634
1620
– –
-19,099
1621
– –
-134,972
1622
– –
-177,819
1623
– –
-304,868
1624
– –
-39,568
1625
– –
-16,843
62 63 64
65
66