WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
151
$40.5M 0.28%
+973,928
152
$40M 0.27%
+271,401
153
$39.9M 0.27%
+1,027,996
154
$39.9M 0.27%
+1,209,457
155
$39.5M 0.27%
+3,906,400
156
$39.5M 0.27%
+641,798
157
$39.2M 0.27%
+744,643
158
$38.8M 0.26%
+1,548,933
159
$38.6M 0.26%
+673,271
160
$38.3M 0.26%
+323,482
161
$37.8M 0.26%
+360,132
162
$37.6M 0.26%
+3,944,283
163
$37.4M 0.25%
+1,088,527
164
$37.4M 0.25%
+3,448,002
165
$37.4M 0.25%
+1,405,674
166
$37.3M 0.25%
+713,980
167
$36.7M 0.25%
+772,712
168
$36.7M 0.25%
+3,654,120
169
$35.9M 0.24%
+456,635
170
$35.9M 0.24%
+1,025,478
171
$35.9M 0.24%
+745,255
172
$35.7M 0.24%
+376,593
173
$35.7M 0.24%
+285,201
174
$35.6M 0.24%
+733,500
175
$35.5M 0.24%
+1,084,005
5 6
7
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