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
501
$1.32M 0.01%
+23,802
502
$1.29M 0.01%
+28,086
503
$1.26M 0.01%
+19,235
504
$1.24M 0.01%
+23,238
505
$1.23M 0.01%
+21,790
506
$1.23M 0.01%
+37,115
507
$1.22M 0.01%
+22,797
508
$1.21M 0.01%
+90,021
509
$1.21M 0.01%
+57,414
510
$1.21M 0.01%
+64,845
511
$1.2M 0.01%
+38,179
512
$1.2M 0.01%
+12,626
513
$1.2M 0.01%
+22,527
514
$1.18M 0.01%
+17,282
515
$1.17M 0.01%
+17,900
516
$1.15M 0.01%
+68,001
517
$1.15M 0.01%
+29,316
518
$1.13M 0.01%
+11,028
519
$1.13M 0.01%
+29,097
520
$1.12M 0.01%
+25,376
521
$1.11M 0.01%
+10,645
522
$1.11M 0.01%
+12,526
523
$1.11M 0.01%
+24,466
524
$1.08M 0.01%
+63,886
525
$1.08M 0.01%
+16,155
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