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
176
$35.4M 0.24%
+472,365
177
$35M 0.24%
+498,696
178
$34.8M 0.24%
+64,864
179
$34.7M 0.24%
+602,859
180
$34.5M 0.24%
+945,388
181
$34.3M 0.23%
+1,302,937
182
$34.3M 0.23%
+358,106
183
$34.1M 0.23%
+309,606
184
$34M 0.23%
+712,696
185
$33.9M 0.23%
+807,330
186
$33.8M 0.23%
+107,247
187
$33.3M 0.23%
+160,512
188
$33.1M 0.23%
+2,311,997
189
$32.8M 0.22%
+282,507
190
$32.4M 0.22%
+633,055
191
$32.3M 0.22%
+1,041,437
192
$32.3M 0.22%
+550,653
193
$32.1M 0.22%
+212,281
194
$32.1M 0.22%
+581,401
195
$32.1M 0.22%
+604,736
196
$31.9M 0.22%
+509,714
197
$31.4M 0.21%
+1,919,577
198
$31.4M 0.21%
+452,521
199
$31.3M 0.21%
+232,267
200
$31.2M 0.21%
+760,269
6 7
8
9 10