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
51
$42.2M 0.51%
+943,765
52
$42.2M 0.51%
+1,205,053
53
$41.9M 0.51%
+756,385
54
$41.3M 0.5%
+1,202,810
55
$41M 0.5%
+1,456,198
56
$40.7M 0.49%
+885,664
57
$40.6M 0.49%
+2,359,602
58
$40.3M 0.49%
+942,737
59
$40.2M 0.49%
+1,934,792
60
$40M 0.48%
+603,862
61
$39.4M 0.48%
+492,979
62
$38.4M 0.46%
+1,079,400
63
$38.3M 0.46%
+719,834
64
$37.8M 0.46%
+1,004,254
65
$37.3M 0.45%
+4,965,000
66
$37.1M 0.45%
+712,110
67
$37.1M 0.45%
+506,590
68
$37M 0.45%
+543,624
69
$36.8M 0.45%
+371,527
70
$36.6M 0.44%
+711,896
71
$36M 0.44%
+1,101,583
72
$35.7M 0.43%
+1,391,078
73
$35.3M 0.43%
+386,536
74
$35.2M 0.43%
+598,200
75
$35.1M 0.42%
+557,580
1 2
3
4 5