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
526
$855K 0.01%
+36,540
527
$854K 0.01%
+10,739
528
$846K 0.01%
+9,284
529
$846K 0.01%
+22,025
530
$840K 0.01%
+31,453
531
$836K 0.01%
+26,944
532
$835K 0.01%
+10,546
533
$827K 0.01%
+12,747
534
$827K 0.01%
+17,342
535
$822K 0.01%
+41,864
536
$818K 0.01%
+29,833
537
$808K 0.01%
+20,831
538
$808K 0.01%
+17,203
539
$802K 0.01%
+80,772
540
$797K 0.01%
+19,446
541
$793K 0.01%
+43,421
542
$786K 0.01%
+16,476
543
$785K 0.01%
+24,152
544
$785K 0.01%
+18,076
545
$784K 0.01%
+69,632
546
$780K 0.01%
+19,190
547
$775K 0.01%
+15,536
548
$770K 0.01%
+17,166
549
$769K 0.01%
+65,400
550
$751K 0.01%
+20,809
20 21
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