WG

Winton Group Portfolio holdings

AUM $1.96B
1-Year Est. Return 30.2%
This Quarter Est. Return
1 Year Est. Return
+30.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.7B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$138M
3
+$118M
4
MDT icon
Medtronic
MDT
+$115M
5
ELV icon
Elevance Health
ELV
+$112M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.72%
2 Financials 16.68%
3 Technology 15.11%
4 Industrials 14.59%
5 Consumer Staples 12.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27M 0.18%
+557,068
227
$26.5M 0.18%
+413,562
228
$26.4M 0.18%
+1,032,160
229
$26.3M 0.18%
+306,342
230
$26.1M 0.18%
+551,091
231
$26.1M 0.18%
+659,791
232
$25.9M 0.18%
+320,380
233
$25.9M 0.18%
+547,699
234
$25.7M 0.18%
+437,803
235
$25.4M 0.17%
+582,167
236
$25.4M 0.17%
+289,460
237
$25.4M 0.17%
+1,107,613
238
$25.3M 0.17%
+721,001
239
$25.1M 0.17%
+420,526
240
$25.1M 0.17%
+455,486
241
$25M 0.17%
+372,030
242
$25M 0.17%
+201,641
243
$24.3M 0.17%
+507,326
244
$24.3M 0.17%
+479,644
245
$24.1M 0.16%
+475,840
246
$24M 0.16%
+296,870
247
$24M 0.16%
+983,216
248
$23.3M 0.16%
+1,811,223
249
$23.1M 0.16%
+687,878
250
$23M 0.16%
+906,667
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