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
276
$18.6M 0.13%
+241,602
277
$18.5M 0.13%
+297,953
278
$18.5M 0.13%
+229,495
279
$18.3M 0.12%
+376,713
280
$18.1M 0.12%
+243,495
281
$18M 0.12%
+258,090
282
$18M 0.12%
+142,826
283
$17.9M 0.12%
+247,735
284
$17.7M 0.12%
+169,652
285
$17.6M 0.12%
+201,198
286
$17.5M 0.12%
+1,003,857
287
$17.4M 0.12%
+437,647
288
$17.4M 0.12%
+355,364
289
$17.2M 0.12%
+406,965
290
$17.2M 0.12%
+366,167
291
$17M 0.12%
+547,399
292
$16.9M 0.12%
+330,158
293
$16.8M 0.11%
+252,881
294
$16.7M 0.11%
+348,518
295
$16.3M 0.11%
+162,733
296
$16M 0.11%
+340,811
297
$15.9M 0.11%
+146,125
298
$15.8M 0.11%
+169,047
299
$15.6M 0.11%
+125,223
300
$15.6M 0.11%
+1,221,468
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