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
301
$15.3M 0.1%
+13,277
302
$15.3M 0.1%
+450,480
303
$15.1M 0.1%
+1,276,600
304
$15M 0.1%
+194,808
305
$15M 0.1%
+317,824
306
$14.8M 0.1%
+208,282
307
$14.7M 0.1%
+217,077
308
$14.7M 0.1%
+300,825
309
$14.6M 0.1%
+209,202
310
$14.5M 0.1%
+250,193
311
$14.3M 0.1%
+457,314
312
$14.2M 0.1%
+69,236
313
$14M 0.1%
+137,621
314
$13.8M 0.09%
+330,417
315
$13.8M 0.09%
+194,682
316
$13.8M 0.09%
+706,594
317
$13.7M 0.09%
+342,984
318
$13.7M 0.09%
+88,990
319
$13.5M 0.09%
+92,498
320
$13.4M 0.09%
+284,859
321
$13.3M 0.09%
+157,232
322
$13.2M 0.09%
+95,749
323
$13.1M 0.09%
+472,395
324
$13M 0.09%
+251,455
325
$12.7M 0.09%
+288,933
11 12
13
14 15