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
26
$77.3M 0.53%
+2,502,701
27
$77.3M 0.53%
+745,191
28
$77.2M 0.53%
+879,171
29
$77M 0.53%
+661,042
30
$76.7M 0.52%
+1,233,625
31
$76.2M 0.52%
+782,634
32
$75.6M 0.52%
+1,703,630
33
$75.4M 0.51%
+772,354
34
$74.7M 0.51%
+3,022,898
35
$74.5M 0.51%
+3,025,480
36
$73.8M 0.5%
+1,769,734
37
$73.3M 0.5%
+611,683
38
$73.1M 0.5%
+970,487
39
$72.9M 0.5%
+1,901,395
40
$72.6M 0.5%
+323,444
41
$71.7M 0.49%
+597,382
42
$71.3M 0.49%
+4,491,116
43
$70.7M 0.48%
+4,075,721
44
$69.7M 0.47%
+1,855,598
45
$69.5M 0.47%
+1,455,311
46
$69.4M 0.47%
+668,396
47
$68.6M 0.47%
+1,207,123
48
$68M 0.46%
+2,755,972
49
$67.1M 0.46%
+827,059
50
$66.9M 0.46%
+627,106
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