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
551
$741K 0.01%
+29,977
552
$738K 0.01%
+7,372
553
$737K 0.01%
+17,952
554
$734K 0.01%
+12,155
555
$724K 0.01%
+37,036
556
$722K 0.01%
+1,883
557
$720K 0.01%
+20,208
558
$711K 0.01%
+8,732
559
$703K 0.01%
+9,816
560
$697K 0.01%
+18,408
561
$686K 0.01%
+14,967
562
$683K 0.01%
+17,833
563
$681K 0.01%
+88,779
564
$680K 0.01%
+39,858
565
$672K 0.01%
+42,738
566
$667K 0.01%
+12,350
567
$660K 0.01%
+12,037
568
$657K 0.01%
+32,492
569
$655K 0.01%
+32,174
570
$653K 0.01%
+31,962
571
$651K 0.01%
+11,583
572
$648K 0.01%
+22,662
573
$643K 0.01%
+19,432
574
$634K 0.01%
+16,077
575
$633K 0.01%
+27,265
21 22
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