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
51
$39.3M 0.47%
692,698
-278,438
52
$39.1M 0.47%
780,195
+136,793
53
$38.9M 0.47%
530,846
-73,016
54
$38.2M 0.46%
1,452,075
-216,793
55
$38M 0.46%
815,214
-194,696
56
$37.6M 0.45%
497,801
+49,086
57
$37.5M 0.45%
868,247
-299,464
58
$37.4M 0.45%
1,402,992
+217,356
59
$37.1M 0.45%
380,388
+190,848
60
$36.9M 0.44%
413,095
+74,694
61
$36.8M 0.44%
1,631,714
-776,794
62
$36.6M 0.44%
868,685
-334,125
63
$36.4M 0.44%
1,132,550
+53,150
64
$35.8M 0.43%
529,722
+345,709
65
$35.4M 0.43%
424,095
-119,529
66
$35.3M 0.43%
502,260
-65,665
67
$35.2M 0.42%
409,088
-356,498
68
$34.9M 0.42%
457,838
-181,943
69
$34.9M 0.42%
865,382
-323,209
70
$34.6M 0.42%
773,161
+108,107
71
$34.5M 0.42%
582,093
-335,577
72
$34.3M 0.41%
2,071,710
-287,892
73
$34M 0.41%
363,573
+37,631
74
$34M 0.41%
266,529
-13,441
75
$33.9M 0.41%
525,261
+19,771
1 2
3
4 5