Junto Capital Management as of Dec. 31, 2016
Portfolio Holdings for Junto Capital Management
Junto Capital Management holds 29 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transunion (TRU) | 6.3 | $58M | 1.9M | 30.93 | |
| Twenty-first Century Fox | 6.2 | $57M | 2.0M | 28.04 | |
| Intercontinental Exchange (ICE) | 6.2 | $57M | 1.0M | 56.42 | |
| Walt Disney Company (DIS) | 6.1 | $56M | 533k | 104.22 | |
| Charles Schwab Corporation (SCHW) | 6.0 | $55M | 1.4M | 39.47 | |
| Metropcs Communications (TMUS) | 5.2 | $48M | 834k | 57.51 | |
| Alphabet Inc Class A cs (GOOGL) | 4.6 | $42M | 54k | 792.46 | |
| Morgan Stanley (MS) | 4.5 | $42M | 983k | 42.25 | |
| E TRADE Financial Corporation | 4.4 | $41M | 1.2M | 34.65 | |
| CBOE Holdings (CBOE) | 4.4 | $40M | 541k | 73.89 | |
| Intuit (INTU) | 4.1 | $37M | 325k | 114.61 | |
| Vantiv Inc Cl A | 3.9 | $35M | 593k | 59.62 | |
| T. Rowe Price (TROW) | 3.4 | $31M | 417k | 75.26 | |
| Dun & Bradstreet Corporation | 3.4 | $31M | 255k | 121.32 | |
| Adobe Systems Incorporated (ADBE) | 3.4 | $31M | 298k | 102.95 | |
| Visa (V) | 3.2 | $29M | 376k | 78.02 | |
| Microsoft Corporation (MSFT) | 3.2 | $29M | 468k | 62.14 | |
| Evercore Partners (EVR) | 3.1 | $28M | 414k | 68.70 | |
| Total System Services | 2.7 | $24M | 496k | 49.03 | |
| Godaddy Inc cl a (GDDY) | 2.6 | $24M | 673k | 34.95 | |
| Kroger (KR) | 2.1 | $20M | 571k | 34.51 | |
| McDonald's Corporation (MCD) | 2.1 | $19M | 158k | 121.72 | |
| DST Systems | 2.1 | $19M | 178k | 107.15 | |
| Cdw (CDW) | 1.7 | $16M | 302k | 52.09 | |
| Dick's Sporting Goods (DKS) | 1.5 | $14M | 263k | 53.10 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.3 | $12M | 46k | 254.93 | |
| Foot Locker (FL) | 1.1 | $10M | 143k | 70.89 | |
| Gap (GPS) | 0.9 | $8.1M | 362k | 22.44 | |
| WisdomTree Investments (WT) | 0.4 | $3.5M | 316k | 11.14 |
