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
451
$2.05M 0.01%
+25,946
452
$2.04M 0.01%
+78,444
453
$2.04M 0.01%
+33,631
454
$2.03M 0.01%
+24,067
455
$2.02M 0.01%
+57,593
456
$2M 0.01%
+81,455
457
$1.99M 0.01%
+31,796
458
$1.98M 0.01%
+48,070
459
$1.93M 0.01%
+23,386
460
$1.89M 0.01%
+23,795
461
$1.87M 0.01%
+113,022
462
$1.85M 0.01%
+33,268
463
$1.8M 0.01%
+51,318
464
$1.78M 0.01%
+30,431
465
$1.78M 0.01%
+208,238
466
$1.77M 0.01%
+180,395
467
$1.77M 0.01%
+15,386
468
$1.74M 0.01%
+80,270
469
$1.72M 0.01%
+13,200
470
$1.71M 0.01%
+75,765
471
$1.71M 0.01%
+34,928
472
$1.7M 0.01%
+29,884
473
$1.67M 0.01%
+49,680
474
$1.67M 0.01%
+43,044
475
$1.67M 0.01%
+72,052
17 18
19
20 21