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
251
$22.3M 0.15%
+305,207
252
$22.1M 0.15%
+158,961
253
$21.9M 0.15%
+613,090
254
$21.7M 0.15%
+128,317
255
$21.6M 0.15%
+413,465
256
$21.5M 0.15%
+199,721
257
$21.2M 0.14%
+1,756,408
258
$21.1M 0.14%
+641,529
259
$20.9M 0.14%
+598,624
260
$20.7M 0.14%
+210,045
261
$20.6M 0.14%
+586,777
262
$20.6M 0.14%
+227,282
263
$20.3M 0.14%
+63,426
264
$20.2M 0.14%
+1,903,655
265
$20.1M 0.14%
+1,341,048
266
$20.1M 0.14%
+1,398,690
267
$20M 0.14%
+1,259,815
268
$19.7M 0.13%
+851,668
269
$19.5M 0.13%
+212,488
270
$19.2M 0.13%
+218,674
271
$19.1M 0.13%
+380,113
272
$19M 0.13%
+704,472
273
$18.9M 0.13%
+1,835,673
274
$18.8M 0.13%
+548,464
275
$18.7M 0.13%
+231,837
9 10
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