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
426
$2.61M 0.02%
+16,703
427
$2.57M 0.02%
+43,975
428
$2.56M 0.02%
+54,947
429
$2.53M 0.02%
+52,839
430
$2.49M 0.02%
+50,538
431
$2.47M 0.02%
+36,843
432
$2.47M 0.02%
+42,453
433
$2.46M 0.02%
+40,019
434
$2.38M 0.02%
+150,257
435
$2.38M 0.02%
+33,210
436
$2.35M 0.02%
+22,570
437
$2.34M 0.02%
+20,027
438
$2.32M 0.02%
+70,861
439
$2.28M 0.02%
+88,391
440
$2.26M 0.02%
+43,232
441
$2.21M 0.02%
+17,981
442
$2.21M 0.02%
+25,788
443
$2.2M 0.02%
+25,101
444
$2.18M 0.01%
+88,921
445
$2.17M 0.01%
+25,570
446
$2.15M 0.01%
+73,711
447
$2.14M 0.01%
+30,620
448
$2.14M 0.01%
+137,363
449
$2.13M 0.01%
+18,218
450
$2.1M 0.01%
+16,117
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