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 Healthcare 10.48%
5 Industrials 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$626K 0.01%
73,877
+39,229
577
$623K 0.01%
7,215
+2,415
578
$621K 0.01%
10,700
-11,104
579
$618K 0.01%
53,280
+6,432
580
$615K 0.01%
10,905
+4,269
581
$613K 0.01%
8,695
+3,006
582
$611K 0.01%
23,900
+1,229
583
$604K 0.01%
47,193
+4,455
584
$602K 0.01%
13,024
-4,928
585
$597K 0.01%
41,791
+7,715
586
$590K 0.01%
16,270
+8,430
587
$583K 0.01%
24,936
-12,100
588
$577K 0.01%
25,011
+7,161
589
$576K 0.01%
12,353
+6,507
590
$572K 0.01%
4,867
+216
591
$559K 0.01%
19,140
+5,745
592
$558K 0.01%
16,607
-7,113
593
$546K 0.01%
13,059
+1,476
594
$545K 0.01%
+15,762
595
$525K 0.01%
7,883
+2,869
596
$485K 0.01%
9,731
-12,116
597
$480K 0.01%
+15,292
598
$475K 0.01%
1,835
+277
599
$471K 0.01%
20,370
+3,694
600
$464K 0.01%
5,699
-1,659
22 23
24
25 26