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
576
$678K ﹤0.01%
+19,869
577
$676K ﹤0.01%
+4,387
578
$672K ﹤0.01%
+8,820
579
$668K ﹤0.01%
+53,491
580
$659K ﹤0.01%
+4,396
581
$642K ﹤0.01%
+10,387
582
$628K ﹤0.01%
+23,318
583
$603K ﹤0.01%
+8,744
584
$590K ﹤0.01%
+9,477
585
$569K ﹤0.01%
+15,053
586
$564K ﹤0.01%
+12,295
587
$562K ﹤0.01%
+5,225
588
$558K ﹤0.01%
+20,063
589
$555K ﹤0.01%
+8,933
590
$547K ﹤0.01%
+30,227
591
$540K ﹤0.01%
+10,153
592
$523K ﹤0.01%
+16,926
593
$517K ﹤0.01%
+21,217
594
$517K ﹤0.01%
+19,706
595
$514K ﹤0.01%
+24,185
596
$511K ﹤0.01%
+45,992
597
$505K ﹤0.01%
+17,890
598
$495K ﹤0.01%
+9,348
599
$493K ﹤0.01%
+17,674
600
$488K ﹤0.01%
+3,697
22 23
24
25 26