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
326
$12.7M 0.09%
+1,131,120
327
$12.7M 0.09%
+113,616
328
$12.5M 0.09%
+262,849
329
$12.5M 0.08%
+105,621
330
$11.9M 0.08%
+304,425
331
$11.8M 0.08%
+263,877
332
$11.8M 0.08%
+317,881
333
$11.5M 0.08%
+243,490
334
$11.4M 0.08%
+136,426
335
$11.3M 0.08%
+292,734
336
$11.3M 0.08%
+170,139
337
$11M 0.08%
+190,535
338
$10.8M 0.07%
+74,188
339
$10.5M 0.07%
+681,950
340
$10.4M 0.07%
+143,861
341
$10.3M 0.07%
+310,260
342
$10.1M 0.07%
+379,150
343
$9.99M 0.07%
+266,520
344
$9.72M 0.07%
+300,555
345
$9.64M 0.07%
+245,512
346
$9.63M 0.07%
+81,294
347
$9.45M 0.06%
+798,024
348
$8.92M 0.06%
+163,845
349
$8.89M 0.06%
+225,534
350
$8.75M 0.06%
+342,662
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