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
626
$273K ﹤0.01%
+4,753
627
$267K ﹤0.01%
+5,288
628
$261K ﹤0.01%
+6,304
629
$257K ﹤0.01%
+9,829
630
$256K ﹤0.01%
+7,116
631
$256K ﹤0.01%
+7,504
632
$252K ﹤0.01%
+8,353
633
$250K ﹤0.01%
+10,086
634
$246K ﹤0.01%
+2,321
635
$244K ﹤0.01%
+3,304
636
$241K ﹤0.01%
+9,329
637
$240K ﹤0.01%
+9,008
638
$236K ﹤0.01%
+538
639
$235K ﹤0.01%
+10,409
640
$230K ﹤0.01%
+6,741
641
$228K ﹤0.01%
+4,743
642
$201K ﹤0.01%
+3,213