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
676
$235K ﹤0.01%
+6,597
677
$228K ﹤0.01%
+2,804
678
$226K ﹤0.01%
+3,456
679
$225K ﹤0.01%
+3,876
680
$221K ﹤0.01%
+9,110
681
$221K ﹤0.01%
+9,552
682
$213K ﹤0.01%
+18,570
683
$206K ﹤0.01%
+2,410
684
$204K ﹤0.01%
+11,234
685
$204K ﹤0.01%
+5,425
686
$204K ﹤0.01%
+7,958
687
$202K ﹤0.01%
+34,648
688
$198K ﹤0.01%
+11,587
689
$122K ﹤0.01%
+11,322
690
$115K ﹤0.01%
+28,137