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
501
$1.12M 0.01%
29,677
-11,012
502
$1.12M 0.01%
21,947
-561
503
$1.11M 0.01%
39,652
-55,307
504
$1.11M 0.01%
17,892
+2,626
505
$1.1M 0.01%
15,147
+3,110
506
$1.1M 0.01%
14,499
-3,506
507
$1.1M 0.01%
21,012
-13,146
508
$1.09M 0.01%
23,025
+2,321
509
$1.08M 0.01%
18,088
-132
510
$1.08M 0.01%
66,022
-15,009
511
$1.05M 0.01%
14,502
-452
512
$1.04M 0.01%
14,191
-8,873
513
$1.03M 0.01%
20,063
-947
514
$1.02M 0.01%
22,479
+4,403
515
$1.01M 0.01%
19,612
-19,595
516
$1.01M 0.01%
30,315
+3,371
517
$1.01M 0.01%
45,545
+17,518
518
$1.01M 0.01%
19,106
-6,876
519
$1M 0.01%
20,737
-2,129
520
$994K 0.01%
10,130
-996
521
$977K 0.01%
34,757
+22,113
522
$968K 0.01%
35,423
+3,970
523
$947K 0.01%
35,855
+13,193
524
$937K 0.01%
20,350
+11,174
525
$935K 0.01%
6,731
-5,155
19 20
21
22 23