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
51
$66.3M 0.45%
+521,418
52
$66.1M 0.45%
+909,483
53
$66M 0.45%
+946,305
54
$66M 0.45%
+411,316
55
$64.8M 0.44%
+1,104,153
56
$64.5M 0.44%
+2,138,278
57
$64.3M 0.44%
+1,849,931
58
$64.2M 0.44%
+1,221,710
59
$64.2M 0.44%
+2,762,144
60
$63.9M 0.44%
+862,023
61
$63M 0.43%
+1,258,074
62
$62.9M 0.43%
+1,671,682
63
$62M 0.42%
+1,991,352
64
$61.8M 0.42%
+2,319,240
65
$61.6M 0.42%
+837,835
66
$61.4M 0.42%
+653,073
67
$60.1M 0.41%
+2,738,370
68
$59.7M 0.41%
+688,591
69
$59.6M 0.41%
+962,222
70
$58.3M 0.4%
+1,133,525
71
$58.1M 0.4%
+2,163,819
72
$58.1M 0.4%
+1,121,331
73
$57.8M 0.39%
+1,024,168
74
$57.6M 0.39%
+671,334
75
$57.5M 0.39%
+776,183
1 2
3
4 5