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
$8.26B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Buys

1
+$81M
2
+$80.8M
3
+$69.2M
4
HSY icon
Hershey
HSY
+$68.1M
5
KMB icon
Kimberly-Clark
KMB
+$65.6M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.77%
2 Consumer Staples 13.88%
3 Financials 12.98%
4 Industrials 10.66%
5 Utilities 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.04M 0.01%
+18,220
502
$1.03M 0.01%
+40,025
503
$1.02M 0.01%
+15,643
504
$1.02M 0.01%
+44,797
505
$1.01M 0.01%
+22,616
506
$999K 0.01%
+21,847
507
$982K 0.01%
+22,948
508
$982K 0.01%
+20,704
509
$978K 0.01%
+21,010
510
$960K 0.01%
+12,713
511
$958K 0.01%
+74,445
512
$957K 0.01%
+12,604
513
$953K 0.01%
+25,789
514
$949K 0.01%
+29,082
515
$948K 0.01%
+33,940
516
$947K 0.01%
+12,936
517
$945K 0.01%
+14,954
518
$944K 0.01%
+31,717
519
$943K 0.01%
+15,266
520
$939K 0.01%
+12,920
521
$935K 0.01%
+16,103
522
$934K 0.01%
+60,270
523
$934K 0.01%
+34,053
524
$928K 0.01%
+18,029
525
$919K 0.01%
+26,165
19 20
21
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