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
576
$632K 0.01%
+28,027
577
$631K 0.01%
+18,025
578
$626K 0.01%
+9,812
579
$624K 0.01%
+23,720
580
$622K 0.01%
+3,347
581
$615K 0.01%
+12,447
582
$609K 0.01%
+24,946
583
$609K 0.01%
+10,161
584
$600K 0.01%
+82,350
585
$599K 0.01%
+13,797
586
$574K 0.01%
+36,806
587
$570K 0.01%
+7,358
588
$567K 0.01%
+38,961
589
$567K 0.01%
+14,080
590
$561K 0.01%
+34,533
591
$557K 0.01%
+13,289
592
$556K 0.01%
+20,996
593
$554K 0.01%
+13,286
594
$549K 0.01%
+8,347
595
$546K 0.01%
+10,914
596
$539K 0.01%
+15,190
597
$539K 0.01%
+8,658
598
$538K 0.01%
+11,245
599
$537K 0.01%
+47,032
600
$537K 0.01%
+10,316
22 23
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