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
126
$44.1M 0.3%
+482,409
127
$43.9M 0.3%
+597,154
128
$43.8M 0.3%
+708,143
129
$43.7M 0.3%
+601,224
130
$43.3M 0.3%
+5,215,284
131
$43.2M 0.29%
+429,560
132
$43.2M 0.29%
+627,912
133
$42.5M 0.29%
+536,255
134
$42.4M 0.29%
+777,223
135
$42.3M 0.29%
+1,233,396
136
$42.2M 0.29%
+1,125,771
137
$42.1M 0.29%
+378,221
138
$41.9M 0.29%
+792,654
139
$41.9M 0.29%
+504,541
140
$41.9M 0.29%
+1,023,990
141
$41.8M 0.29%
+504,460
142
$41.8M 0.29%
+720,587
143
$41.6M 0.28%
+1,329,854
144
$41.5M 0.28%
+1,504,305
145
$41.1M 0.28%
+357,049
146
$41.1M 0.28%
+400,078
147
$41M 0.28%
+1,359,834
148
$40.6M 0.28%
+831,443
149
$40.5M 0.28%
+803,178
150
$40.5M 0.28%
+682,890
4 5
6
7 8