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
551
$837K 0.01%
+35,481
552
$832K 0.01%
+14,115
553
$831K 0.01%
+55,567
554
$827K 0.01%
+7,573
555
$816K 0.01%
+16,942
556
$813K 0.01%
+23,004
557
$812K 0.01%
+18,320
558
$812K 0.01%
+46,926
559
$811K 0.01%
+9,235
560
$808K 0.01%
+23,784
561
$778K 0.01%
+36,063
562
$773K 0.01%
+30,229
563
$765K 0.01%
+26,076
564
$757K 0.01%
+15,650
565
$754K 0.01%
+18,130
566
$743K 0.01%
+34,507
567
$728K 0.01%
+9,316
568
$727K 0.01%
+16,977
569
$721K ﹤0.01%
+34,201
570
$702K ﹤0.01%
+16,919
571
$694K ﹤0.01%
+18,829
572
$685K ﹤0.01%
+13,682
573
$683K ﹤0.01%
+11,061
574
$679K ﹤0.01%
+36,371
575
$678K ﹤0.01%
+7,494
21 22
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