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
476
$1.67M 0.01%
+114,530
477
$1.65M 0.01%
+28,066
478
$1.62M 0.01%
+30,273
479
$1.61M 0.01%
+4,108
480
$1.61M 0.01%
+51,067
481
$1.59M 0.01%
+179,186
482
$1.57M 0.01%
+20,676
483
$1.56M 0.01%
+23,310
484
$1.55M 0.01%
+47,561
485
$1.49M 0.01%
+17,193
486
$1.48M 0.01%
+21,010
487
$1.48M 0.01%
+13,400
488
$1.47M 0.01%
+55,279
489
$1.46M 0.01%
+53,785
490
$1.46M 0.01%
+11,671
491
$1.44M 0.01%
+35,276
492
$1.42M 0.01%
+63,316
493
$1.41M 0.01%
+33,095
494
$1.41M 0.01%
+17,960
495
$1.4M 0.01%
+43,377
496
$1.4M 0.01%
+30,206
497
$1.37M 0.01%
+50,178
498
$1.35M 0.01%
+23,438
499
$1.35M 0.01%
+22,323
500
$1.33M 0.01%
+22,858
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