WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
601
$473K ﹤0.01%
+7,482
602
$468K ﹤0.01%
+11,394
603
$457K ﹤0.01%
+10,790
604
$456K ﹤0.01%
+27,885
605
$435K ﹤0.01%
+12,325
606
$425K ﹤0.01%
+15,724
607
$424K ﹤0.01%
+94,216
608
$416K ﹤0.01%
+27,064
609
$412K ﹤0.01%
+3,924
610
$409K ﹤0.01%
+46,760
611
$406K ﹤0.01%
+32,768
612
$401K ﹤0.01%
+10,616
613
$376K ﹤0.01%
+4,956
614
$374K ﹤0.01%
+11,630
615
$367K ﹤0.01%
+3,064
616
$360K ﹤0.01%
+2,989
617
$354K ﹤0.01%
+5,519
618
$344K ﹤0.01%
+21,404
619
$341K ﹤0.01%
+3,560
620
$337K ﹤0.01%
+7,287
621
$334K ﹤0.01%
+6,785
622
$313K ﹤0.01%
+4,553
623
$308K ﹤0.01%
+7,656
624
$306K ﹤0.01%
+10,127
625
$284K ﹤0.01%
+4,998
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