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
526
$934K 0.01%
+23,980
527
$923K 0.01%
59,792
+22,986
528
$916K 0.01%
32,264
-12,533
529
$904K 0.01%
27,265
-64,362
530
$890K 0.01%
2,172
+289
531
$879K 0.01%
16,395
-15,156
532
$868K 0.01%
17,707
-154,574
533
$863K 0.01%
31,073
-15,792
534
$850K 0.01%
11,602
-4,645
535
$844K 0.01%
45,399
+12,907
536
$837K 0.01%
19,038
+5,749
537
$834K 0.01%
30,701
+868
538
$812K 0.01%
+31,291
539
$809K 0.01%
5,476
+3,417
540
$808K 0.01%
18,924
+12,977
541
$807K 0.01%
14,181
-26,495
542
$804K 0.01%
14,956
+8,286
543
$797K 0.01%
29,449
-34,413
544
$791K 0.01%
17,482
-9,280
545
$782K 0.01%
6,055
-6,559
546
$782K 0.01%
8,540
-6,812
547
$772K 0.01%
33,212
+23,646
548
$767K 0.01%
23,760
+12,881
549
$758K 0.01%
10,679
-12,718
550
$757K 0.01%
28,100
+3,154
20 21
22
23 24