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
526
$1.07M 0.01%
+39,768
527
$1.06M 0.01%
+69,811
528
$1.05M 0.01%
+8,344
529
$1.05M 0.01%
+53,118
530
$1.04M 0.01%
+50,389
531
$1.04M 0.01%
+30,651
532
$1.03M 0.01%
+28,005
533
$1.01M 0.01%
+33,056
534
$985K 0.01%
+22,385
535
$965K 0.01%
+3,810
536
$961K 0.01%
+62,155
537
$955K 0.01%
+29,818
538
$933K 0.01%
+22,047
539
$922K 0.01%
+22,296
540
$913K 0.01%
+8,693
541
$896K 0.01%
+41,784
542
$880K 0.01%
+26,401
543
$872K 0.01%
+18,540
544
$862K 0.01%
+15,162
545
$861K 0.01%
+13,505
546
$860K 0.01%
+22,521
547
$859K 0.01%
+28,287
548
$856K 0.01%
+78,887
549
$850K 0.01%
+16,266
550
$848K 0.01%
+36,468
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