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
651
$263K ﹤0.01%
10,496
-5,155
652
$259K ﹤0.01%
4,704
-5,612
653
$257K ﹤0.01%
15,175
-20,025
654
$257K ﹤0.01%
2,986
+576
655
$256K ﹤0.01%
32,633
-56,146
656
$246K ﹤0.01%
16,785
-15,978
657
$235K ﹤0.01%
8,146
-9,950
658
$226K ﹤0.01%
11,043
-23,490
659
$225K ﹤0.01%
+4,598
660
$213K ﹤0.01%
3,995
-6,919
661
$212K ﹤0.01%
3,897
-779
662
$212K ﹤0.01%
+3,430
663
$208K ﹤0.01%
+9,012
664
$206K ﹤0.01%
4,277
-9,009
665
$203K ﹤0.01%
+12,765
666
$123K ﹤0.01%
14,443
-31,069
667
$91K ﹤0.01%
+16,186
668
– –
-11,234
669
– –
-324,020
670
– –
-82,350
671
– –
-6,597
672
– –
-5,058
673
– –
-28,137
674
– –
-12,936
675
– –
-13,797
25 26
27
28 29