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
76
$57.3M 0.39%
+1,413,960
77
$57.2M 0.39%
+2,678,432
78
$56.7M 0.39%
+641,020
79
$56.6M 0.39%
+614,234
80
$56.4M 0.38%
+1,794,883
81
$55.8M 0.38%
+552,959
82
$55.6M 0.38%
+679,522
83
$54.5M 0.37%
+521,830
84
$54M 0.37%
+758,300
85
$53.5M 0.36%
+2,654,183
86
$53.3M 0.36%
+647,317
87
$53.1M 0.36%
+3,471,854
88
$52.4M 0.36%
+588,679
89
$52.3M 0.36%
+1,340,154
90
$52.3M 0.36%
+754,599
91
$52M 0.35%
+1,726,247
92
$51.5M 0.35%
+1,766,777
93
$51.4M 0.35%
+753,661
94
$51.3M 0.35%
+2,453,208
95
$50.8M 0.35%
+846,855
96
$50.7M 0.35%
+614,370
97
$50.5M 0.34%
+570,370
98
$50.4M 0.34%
+559,044
99
$49.7M 0.34%
+551,391
100
$49.6M 0.34%
+747,597
2 3
4
5 6