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 Healthcare 10.48%
5 Industrials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$47.6M 0.57%
2,258,172
+728,056
27
$46.6M 0.56%
570,162
+192,154
28
$46.4M 0.56%
871,846
+159,950
29
$46.3M 0.56%
1,068,476
-107,115
30
$46M 0.55%
1,050,610
-80,371
31
$45.8M 0.55%
971,140
+85,476
32
$44.8M 0.54%
591,255
-125,415
33
$44.7M 0.54%
887,223
-218,350
34
$44.4M 0.53%
548,716
-13,689
35
$44.3M 0.53%
4,134,987
+59,508
36
$43.9M 0.53%
696,296
-60,089
37
$43.8M 0.53%
1,088,210
+266,147
38
$43.7M 0.53%
1,350,266
-39,998
39
$43.5M 0.52%
1,544,082
-427,436
40
$43.3M 0.52%
510,572
+17,593
41
$43M 0.52%
446,938
+75,411
42
$41.6M 0.5%
416,311
+29,775
43
$40.8M 0.49%
851,332
-120,356
44
$40.6M 0.49%
510,752
+151,570
45
$40.5M 0.49%
1,856,500
-376,188
46
$40.4M 0.49%
750,642
+106,592
47
$40.3M 0.49%
1,707,904
-107,498
48
$40.1M 0.48%
921,770
-20,967
49
$39.7M 0.48%
1,981,028
-657,996
50
$39.5M 0.48%
1,149,831
-55,222
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