Junto Capital Management as of March 31, 2019
Portfolio Holdings for Junto Capital Management
Junto Capital Management holds 42 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Express Company (AXP) | 4.7 | $82M | 753k | 109.30 | |
| E TRADE Financial Corporation | 4.5 | $77M | 1.7M | 46.43 | |
| Transunion (TRU) | 4.4 | $77M | 1.2M | 66.84 | |
| BlackRock (BLK) | 4.1 | $72M | 169k | 427.37 | |
| Fidelity National Information Services (FIS) | 4.0 | $70M | 617k | 113.10 | |
| McDonald's Corporation (MCD) | 3.8 | $66M | 347k | 189.90 | |
| FleetCor Technologies | 3.5 | $62M | 250k | 246.59 | |
| Morgan Stanley (MS) | 3.4 | $60M | 1.4M | 42.20 | |
| Home Depot (HD) | 3.3 | $58M | 302k | 191.89 | |
| Worldpay Ord | 3.2 | $56M | 497k | 113.50 | |
| Comcast Corporation (CMCSA) | 3.2 | $56M | 1.4M | 39.98 | |
| salesforce (CRM) | 3.2 | $56M | 353k | 158.37 | |
| Nike (NKE) | 3.1 | $54M | 640k | 84.21 | |
| Madison Square Garden Cl A (MSGS) | 3.1 | $53M | 182k | 293.13 | |
| Microsoft Corporation (MSFT) | 3.0 | $52M | 440k | 117.94 | |
| Wal-Mart Stores (WMT) | 3.0 | $51M | 526k | 97.53 | |
| Zynga | 2.6 | $45M | 8.5M | 5.33 | |
| Target Corporation (TGT) | 2.5 | $43M | 531k | 80.26 | |
| Lpl Financial Holdings (LPLA) | 2.4 | $42M | 604k | 69.65 | |
| AutoZone (AZO) | 2.2 | $39M | 38k | 1024.13 | |
| Burlington Stores (BURL) | 2.2 | $38M | 244k | 156.68 | |
| Amazon (AMZN) | 2.2 | $38M | 21k | 1780.76 | |
| Global Payments (GPN) | 2.2 | $38M | 275k | 136.52 | |
| MasterCard Incorporated (MA) | 1.9 | $34M | 143k | 235.45 | |
| Jones Lang LaSalle Incorporated (JLL) | 1.9 | $33M | 217k | 154.18 | |
| Genpact (G) | 1.9 | $33M | 930k | 35.18 | |
| Interpublic Group of Companies (IPG) | 1.9 | $32M | 1.5M | 21.01 | |
| Vulcan Materials Company (VMC) | 1.8 | $32M | 266k | 118.40 | |
| Franklin Resources (BEN) | 1.7 | $29M | 870k | 33.14 | |
| Raymond James Financial (RJF) | 1.6 | $27M | 340k | 80.41 | |
| CarMax (KMX) | 1.5 | $26M | 367k | 69.80 | |
| Evercore Partners (EVR) | 1.4 | $25M | 274k | 91.00 | |
| Ss&c Technologies Holding (SSNC) | 1.3 | $23M | 366k | 63.69 | |
| Starbucks Corporation (SBUX) | 1.3 | $23M | 308k | 74.34 | |
| Netflix (NFLX) | 1.3 | $22M | 62k | 356.56 | |
| L Brands | 1.1 | $19M | 679k | 27.58 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 1.1 | $19M | 221k | 85.33 | |
| T. Rowe Price (TROW) | 1.1 | $19M | 185k | 100.12 | |
| Stanley Black & Decker (SWK) | 1.0 | $18M | 133k | 136.17 | |
| Voya Financial (VOYA) | 1.0 | $18M | 351k | 49.96 | |
| Stifel Financial (SF) | 0.8 | $13M | 254k | 52.76 | |
| Take-Two Interactive Software (TTWO) | 0.6 | $11M | 116k | 94.37 |
