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
651
$356K ﹤0.01%
+4,869
652
$342K ﹤0.01%
+10,879
653
$342K ﹤0.01%
+1,558
654
$330K ﹤0.01%
+12,644
655
$327K ﹤0.01%
+2,059
656
$319K ﹤0.01%
+20,534
657
$318K ﹤0.01%
+5,014
658
$315K ﹤0.01%
+6,670
659
$312K ﹤0.01%
+9,095
660
$304K ﹤0.01%
+10,883
661
$303K ﹤0.01%
+20,354
662
$301K ﹤0.01%
+15,528
663
$297K ﹤0.01%
+7,076
664
$286K ﹤0.01%
+5,846
665
$284K ﹤0.01%
+9,068
666
$279K ﹤0.01%
+7,840
667
$277K ﹤0.01%
+3,378
668
$275K ﹤0.01%
+6,640
669
$269K ﹤0.01%
+3,572
670
$266K ﹤0.01%
+8,134
671
$257K ﹤0.01%
+5,947
672
$254K ﹤0.01%
+5,058
673
$249K ﹤0.01%
+9,039
674
$244K ﹤0.01%
+38,793
675
$235K ﹤0.01%
+4,676
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