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 Industrials 10.65%
5 Healthcare 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-30,227
677
– –
-9,552
678
– –
-24,389
679
– –
-134,484
680
– –
-17,166
681
– –
-38,961
682
– –
-5,425
683
– –
-26,963
684
– –
-18,912
685
– –
-7,958
686
– –
-19,190
687
– –
-102
688
– –
-11,587
689
– –
-19,238
690
– –
-9,095
691
– –
-15,592
692
– –
-216,906
693
– –
-14,998
694
– –
-8,072
695
– –
-15,349
696
– –
-71,619
697
– –
-12,417
698
– –
-20,996
699
– –
-24,152
700
– –
-6,640
26 27
28
29 30