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
351
$8.57M 0.06%
+38,576
352
$8.54M 0.06%
+148,862
353
$8.11M 0.06%
+74,659
354
$7.99M 0.05%
+526,864
355
$7.95M 0.05%
+183,753
356
$7.6M 0.05%
+96,488
357
$7.58M 0.05%
+129,195
358
$7.23M 0.05%
+97,083
359
$7.14M 0.05%
+72,235
360
$7.06M 0.05%
+142,599
361
$6.89M 0.05%
+119,062
362
$6.74M 0.05%
+557,835
363
$6.59M 0.04%
+110,659
364
$6.59M 0.04%
+188,619
365
$6.59M 0.04%
+174,559
366
$6.56M 0.04%
+160,720
367
$6.5M 0.04%
+171,960
368
$6.26M 0.04%
+180,748
369
$5.86M 0.04%
+44,118
370
$5.74M 0.04%
+194,697
371
$5.69M 0.04%
+22,363
372
$5.61M 0.04%
+97,570
373
$5.54M 0.04%
+68,620
374
$5.49M 0.04%
+134,990
375
$5.47M 0.04%
+91,588
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