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
376
$5.4M 0.04%
+150,488
377
$5.39M 0.04%
+140,879
378
$5.18M 0.04%
+264,442
379
$5.18M 0.04%
+87,179
380
$5.11M 0.03%
+31,806
381
$5.01M 0.03%
+213,557
382
$4.86M 0.03%
+70,416
383
$4.81M 0.03%
+74,929
384
$4.56M 0.03%
+121,609
385
$4.43M 0.03%
+294,155
386
$4.32M 0.03%
+103,724
387
$4.32M 0.03%
+45,618
388
$4.3M 0.03%
+41,173
389
$4.22M 0.03%
+87,708
390
$4.1M 0.03%
+607,110
391
$4.08M 0.03%
+152,909
392
$4.02M 0.03%
+105,902
393
$4.02M 0.03%
+87,226
394
$3.92M 0.03%
+84,135
395
$3.9M 0.03%
+103,647
396
$3.9M 0.03%
+54,582
397
$3.65M 0.02%
+33,527
398
$3.61M 0.02%
+56,458
399
$3.56M 0.02%
+95,605
400
$3.41M 0.02%
+41,338
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