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
401
$2.45M 0.03%
21,481
-12,930
402
$2.44M 0.03%
67,056
-86,341
403
$2.44M 0.03%
177,000
+6,189
404
$2.44M 0.03%
93,488
+17,292
405
$2.43M 0.03%
53,695
+46,619
406
$2.43M 0.03%
70,877
-98,278
407
$2.4M 0.03%
56,328
+19,006
408
$2.39M 0.03%
63,436
-4,440
409
$2.37M 0.03%
66,013
+13,034
410
$2.36M 0.03%
110,315
+45,828
411
$2.35M 0.03%
51,836
+9,035
412
$2.31M 0.03%
63,773
+9,706
413
$2.29M 0.03%
67,936
-115,600
414
$2.24M 0.03%
104,338
+30,288
415
$2.16M 0.03%
59,346
-150,593
416
$2.14M 0.03%
+47,791
417
$2.12M 0.03%
52,206
+3,118
418
$2.12M 0.03%
98,981
+83,453
419
$2.09M 0.03%
33,362
-43,479
420
$2.08M 0.03%
40,652
-51,344
421
$2.04M 0.02%
122,293
+101,939
422
$2.02M 0.02%
65,938
+18,363
423
$2M 0.02%
88,815
+30,764
424
$1.98M 0.02%
66,261
+12,768
425
$1.97M 0.02%
31,396
-2,923
15 16
17
18 19