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
601
$530K 0.01%
+10,836
602
$525K 0.01%
+46,848
603
$524K 0.01%
+18,705
604
$522K 0.01%
+4,651
605
$521K 0.01%
+22,671
606
$520K 0.01%
+35,200
607
$504K 0.01%
+9,792
608
$502K 0.01%
+8,072
609
$500K 0.01%
+21,703
610
$483K 0.01%
+34,076
611
$482K 0.01%
+10,787
612
$478K 0.01%
+48,527
613
$476K 0.01%
+67,866
614
$471K 0.01%
+24,389
615
$468K 0.01%
+5,183
616
$464K 0.01%
+13,971
617
$461K 0.01%
+18,070
618
$458K 0.01%
+9,945
619
$451K 0.01%
+40,798
620
$449K 0.01%
+14,998
621
$448K 0.01%
+16,837
622
$445K 0.01%
+18,096
623
$432K 0.01%
+13,350
624
$431K 0.01%
+11,137
625
$428K 0.01%
+15,670
23 24
25
26 27