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
201
$31M 0.21%
+25,771
202
$31M 0.21%
+1,770,258
203
$30.9M 0.21%
+299,828
204
$30.9M 0.21%
+361,482
205
$30.8M 0.21%
+121,861
206
$30.8M 0.21%
+288,593
207
$30.4M 0.21%
+428,183
208
$30.3M 0.21%
+417,759
209
$30.1M 0.21%
+881,554
210
$30.1M 0.21%
+524,073
211
$29.8M 0.2%
+620,313
212
$29.5M 0.2%
+296,192
213
$29.5M 0.2%
+474,092
214
$29.3M 0.2%
+131,575
215
$29.2M 0.2%
+623,815
216
$29.1M 0.2%
+550,474
217
$28.8M 0.2%
+275,828
218
$28.7M 0.2%
+689,306
219
$28.2M 0.19%
+422,346
220
$27.6M 0.19%
+602,171
221
$27.5M 0.19%
+584,980
222
$27.5M 0.19%
+704,267
223
$27.5M 0.19%
+352,151
224
$27.4M 0.19%
+507,118
225
$27.4M 0.19%
+520,116