WCM

Winton Capital Management Portfolio holdings

AUM $14.5B
1-Year Est. Return 22.37%
This Fund
S&P 500
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
+$46.1M
2
+$28.5M
3
+$28.1M
4
SYK icon
Stryker
SYK
+$23.9M
5
KR icon
Kroger
KR
+$20.9M

Top Sells

1
+$57.9M
2
+$43.3M
3
+$32.1M
4
BALL icon
Ball Corp
BALL
+$27.7M
5
PPL icon
PPL Corp
PPL
+$26.1M

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
726
– –
-11,322
727
– –
-18,408
728
– –
-48,020
26 27 28 29
30