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
101
$49.3M 0.34%
+808,563
102
$49.1M 0.33%
+2,847,116
103
$49M 0.33%
+1,130,301
104
$48.9M 0.33%
+1,409,053
105
$48.8M 0.33%
+928,137
106
$48.6M 0.33%
+797,879
107
$48.6M 0.33%
+111,966
108
$48.5M 0.33%
+696,608
109
$48.3M 0.33%
+596,169
110
$48M 0.33%
+559,450
111
$47.3M 0.32%
+376,260
112
$46.9M 0.32%
+525,419
113
$46.9M 0.32%
+759,679
114
$46.7M 0.32%
+642,671
115
$46.5M 0.32%
+901,046
116
$46M 0.31%
+1,097,848
117
$45.8M 0.31%
+1,707,830
118
$45.4M 0.31%
+382,855
119
$45.2M 0.31%
+825,177
120
$45.2M 0.31%
+97,414,520
121
$45M 0.31%
+355,712
122
$45M 0.31%
+605,088
123
$44.7M 0.3%
+525,838
124
$44.5M 0.3%
+931,554
125
$44.3M 0.3%
+264,439
3 4
5
6 7