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
626
$427K 0.01%
+17,850
627
$425K 0.01%
+16,676
628
$422K 0.01%
+32,763
629
$416K 0.01%
+23,511
630
$414K 0.01%
+17,620
631
$408K ﹤0.01%
+51,448
632
$405K ﹤0.01%
+6,636
633
$405K ﹤0.01%
+27,317
634
$405K ﹤0.01%
+19,238
635
$403K ﹤0.01%
+9,176
636
$400K ﹤0.01%
+4,800
637
$396K ﹤0.01%
+15,651
638
$393K ﹤0.01%
+102
639
$390K ﹤0.01%
+15,592
640
$387K ﹤0.01%
+45,512
641
$383K ﹤0.01%
+5,543
642
$381K ﹤0.01%
+8,497
643
$380K ﹤0.01%
+5,689
644
$369K ﹤0.01%
+9,280
645
$366K ﹤0.01%
+6,492
646
$365K ﹤0.01%
+44,622
647
$363K ﹤0.01%
+13,395
648
$359K ﹤0.01%
+9,467
649
$357K ﹤0.01%
+18,912
650
$356K ﹤0.01%
+15,349
24 25
26
27 28