Junto Capital Management as of March 31, 2017
Portfolio Holdings for Junto Capital Management
Junto Capital Management holds 30 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Verizon Communications (VZ) | 6.7 | $71M | 1.4M | 48.75 | |
| CBOE Holdings (CBOE) | 6.6 | $70M | 860k | 81.07 | |
| BlackRock (BLK) | 6.5 | $69M | 180k | 383.51 | |
| Cintas Corporation (CTAS) | 5.6 | $60M | 470k | 126.54 | |
| Transunion (TRU) | 5.6 | $59M | 1.5M | 38.35 | |
| Microsoft Corporation (MSFT) | 5.2 | $55M | 831k | 65.86 | |
| Ihs Markit | 5.2 | $55M | 1.3M | 41.95 | |
| Visa (V) | 5.1 | $54M | 607k | 88.87 | |
| Twenty-first Century Fox | 5.0 | $53M | 1.6M | 32.39 | |
| Walt Disney Company (DIS) | 4.6 | $49M | 431k | 113.39 | |
| McDonald's Corporation (MCD) | 4.2 | $44M | 338k | 129.61 | |
| Alphabet Inc Class A cs (GOOGL) | 3.4 | $36M | 43k | 847.81 | |
| Franklin Resources (BEN) | 3.2 | $34M | 809k | 42.14 | |
| Alibaba Group Holding (BABA) | 3.1 | $33M | 304k | 107.83 | |
| S&p Global (SPGI) | 2.9 | $31M | 233k | 130.74 | |
| Activision Blizzard | 2.3 | $25M | 494k | 49.86 | |
| Cinemark Holdings (CNK) | 2.1 | $23M | 511k | 44.34 | |
| Best Buy (BBY) | 2.1 | $22M | 456k | 49.15 | |
| TJX Companies (TJX) | 2.1 | $22M | 280k | 79.08 | |
| Vantiv Inc Cl A | 2.1 | $22M | 343k | 64.12 | |
| Morgan Stanley (MS) | 2.0 | $21M | 499k | 42.84 | |
| E TRADE Financial Corporation | 2.0 | $21M | 604k | 34.89 | |
| Charles Schwab Corporation (SCHW) | 1.9 | $21M | 502k | 40.81 | |
| Thomson Reuters Corp | 1.9 | $20M | 461k | 43.23 | |
| Starbucks Corporation (SBUX) | 1.8 | $19M | 319k | 58.39 | |
| Cdw (CDW) | 1.6 | $17M | 300k | 57.71 | |
| Epam Systems (EPAM) | 1.5 | $16M | 205k | 75.52 | |
| Northern Trust Corporation (NTRS) | 1.4 | $15M | 177k | 86.58 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.4 | $15M | 52k | 285.23 | |
| Five Below (FIVE) | 0.8 | $8.3M | 191k | 43.31 |
