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
626
$350K ﹤0.01%
+9,775
627
$346K ﹤0.01%
17,350
-6,161
628
$343K ﹤0.01%
5,492
-4,669
629
$338K ﹤0.01%
15,649
-20,891
630
$330K ﹤0.01%
+4,301
631
$323K ﹤0.01%
10,118
+1,079
632
$320K ﹤0.01%
+6,509
633
$317K ﹤0.01%
+9,971
634
$316K ﹤0.01%
9,502
-3,848
635
$314K ﹤0.01%
8,950
-11,881
636
$312K ﹤0.01%
+6,456
637
$309K ﹤0.01%
5,597
-9,370
638
$300K ﹤0.01%
44,976
+6,183
639
$300K ﹤0.01%
12,280
-14,985
640
$298K ﹤0.01%
19,209
-1,325
641
$294K ﹤0.01%
7,882
-2,905
642
$293K ﹤0.01%
8,137
-1,143
643
$291K ﹤0.01%
12,431
-19,743
644
$284K ﹤0.01%
24,326
+5,756
645
$280K ﹤0.01%
+27,036
646
$278K ﹤0.01%
4,964
-4,828
647
$277K ﹤0.01%
6,373
-13,073
648
$275K ﹤0.01%
21,857
-18,941
649
$271K ﹤0.01%
+4,589
650
$270K ﹤0.01%
4,012
-8,338
24 25
26
27 28