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
251
$11.5M 0.14%
110,520
-5,250
252
$11.3M 0.14%
1,222,028
+224,707
253
$11.3M 0.14%
175,938
-64,364
254
$11.3M 0.14%
306,709
-123,757
255
$11.3M 0.14%
178,802
+159,543
256
$11.2M 0.13%
46,447
+8,660
257
$11M 0.13%
193,151
-12,046
258
$11M 0.13%
344,745
+270,168
259
$11M 0.13%
211,948
+50,676
260
$11M 0.13%
94,290
-10,498
261
$10.8M 0.13%
305,507
+285,299
262
$10.7M 0.13%
266,291
+67,652
263
$10.7M 0.13%
863,392
-1,302,088
264
$10.7M 0.13%
313,793
+287,628
265
$10.6M 0.13%
932,552
-279,591
266
$10.6M 0.13%
145,563
+6,209
267
$10.4M 0.13%
132,176
+123,829
268
$10.1M 0.12%
130,277
-162,196
269
$10.1M 0.12%
521,135
-100,500
270
$9.8M 0.12%
295,136
-124,432
271
$9.79M 0.12%
309,772
-115,162
272
$9.72M 0.12%
119,407
-66,249
273
$9.68M 0.12%
199,021
-77,979
274
$9.65M 0.12%
271,071
+245,282
275
$9.47M 0.11%
182,557
-18,443
9 10
11
12 13