WCM

Winton Capital Management Portfolio holdings

AUM $14.5B
1-Year Est. Return 22.37%
This Quarter Est. Return
1 Year Est. Return
+22.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.3B
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$29.4M
3
+$27.2M
4
SYK icon
Stryker
SYK
+$23.4M
5
KR icon
Kroger
KR
+$21.9M

Top Sells

1
+$57.9M
2
+$43.3M
3
+$30.7M
4
BALL icon
Ball Corp
BALL
+$27.7M
5
PPL icon
PPL Corp
PPL
+$25.7M

Sector Composition

1 Consumer Staples 16.22%
2 Consumer Discretionary 14.4%
3 Financials 14.14%
4 Industrials 10.65%
5 Healthcare 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13.8M 0.17%
1,427,504
+275,648
227
$13.4M 0.16%
427,884
+381,462
228
$13.2M 0.16%
101,649
-63,127
229
$13.2M 0.16%
13,055
-5,746
230
$13M 0.16%
73,354
-10,982
231
$13M 0.16%
217,008
+35,060
232
$12.9M 0.16%
404,418
+99,658
233
$12.8M 0.15%
316,331
+300,254
234
$12.7M 0.15%
+279,408
235
$12.7M 0.15%
702,367
-131,281
236
$12.6M 0.15%
292,636
+87,078
237
$12.6M 0.15%
238,268
+192,572
238
$12.5M 0.15%
339,529
+118,519
239
$12.5M 0.15%
292,020
+123,375
240
$12.4M 0.15%
165,155
+148,805
241
$12.3M 0.15%
76,647
-2,868
242
$12.3M 0.15%
379,336
-136,277
243
$12.1M 0.15%
411,567
-485,446
244
$12M 0.14%
110,598
-113,595
245
$12M 0.14%
174,134
-64,079
246
$11.9M 0.14%
289,180
-12,315
247
$11.9M 0.14%
12,954
+11,415
248
$11.8M 0.14%
158,769
+121,246
249
$11.7M 0.14%
191,839
-29,560
250
$11.5M 0.14%
286,600
-38,140
8 9
10
11 12