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
401
$3.35M 0.02%
+54,792
402
$3.24M 0.02%
+51,773
403
$3.23M 0.02%
+46,593
404
$3.09M 0.02%
+45,455
405
$3.08M 0.02%
+46,991
406
$3.06M 0.02%
+22,148
407
$3.06M 0.02%
+17,852
408
$3.02M 0.02%
+28,637
409
$3.01M 0.02%
+65,193
410
$3M 0.02%
+75,753
411
$2.97M 0.02%
+17,155
412
$2.96M 0.02%
+23,467
413
$2.94M 0.02%
+10,424
414
$2.92M 0.02%
+137,208
415
$2.89M 0.02%
+28,676
416
$2.88M 0.02%
+83,383
417
$2.88M 0.02%
+65,610
418
$2.83M 0.02%
+21,116
419
$2.8M 0.02%
+76,904
420
$2.79M 0.02%
+41,709
421
$2.67M 0.02%
+47,786
422
$2.66M 0.02%
+42,172
423
$2.66M 0.02%
+29,653
424
$2.66M 0.02%
+199,038
425
$2.63M 0.02%
+39,534
15 16
17
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