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
1
$28.1M 0.74%
198,421
+84,399
2
$24.5M 0.65%
373,816
+231,391
3
$24M 0.63%
797,313
+662,498
4
$21.1M 0.56%
441,706
+316,446
5
$20.1M 0.53%
131,824
+53,937
6
$19.4M 0.51%
152,017
-75,407
7
$19.3M 0.51%
111,407
-67,231
8
$17.3M 0.46%
+996,853
9
$17.3M 0.46%
922,033
+866,958
10
$17M 0.45%
62,921
-50,551
11
$16.9M 0.45%
307,773
-161,084
12
$16.9M 0.45%
249,100
-6,626
13
$15.9M 0.42%
218,078
-119,601
14
$15.8M 0.42%
245,408
-109,344
15
$15.7M 0.41%
142,617
-53,667
16
$15.5M 0.41%
252,314
-51,687
17
$15.4M 0.41%
285,281
+180,124
18
$15.3M 0.4%
930,260
+322,878
19
$14.6M 0.39%
73,555
-83,798
20
$14.2M 0.37%
94,080
-27,240
21
$14.2M 0.37%
81,985
-46,341
22
$13.9M 0.37%
556,586
-269,327
23
$13.7M 0.36%
488,142
-83,184
24
$13.2M 0.35%
306,853
-141,181
25
$13.1M 0.35%
160,262
-56,345
1
2 3 4 5