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
101
$29.4M 0.36%
+203,163
102
$29.3M 0.35%
+433,813
103
$29.2M 0.35%
+325,942
104
$29.1M 0.35%
+336,417
105
$29.1M 0.35%
+294,463
106
$29.1M 0.35%
+555,831
107
$29.1M 0.35%
+665,054
108
$29M 0.35%
+419,711
109
$29M 0.35%
+1,200,080
110
$29M 0.35%
+519,997
111
$28.9M 0.35%
+822,063
112
$28.6M 0.35%
+338,401
113
$28.6M 0.35%
+343,460
114
$28.5M 0.35%
+488,978
115
$28.5M 0.34%
+644,050
116
$28.4M 0.34%
+228,862
117
$28.4M 0.34%
+560,434
118
$28.2M 0.34%
+869,112
119
$27.6M 0.33%
+1,031,997
120
$27.3M 0.33%
+1,926,932
121
$27.3M 0.33%
+666,648
122
$27.2M 0.33%
+362,289
123
$27.1M 0.33%
+447,537
124
$27M 0.33%
+371,559
125
$26.9M 0.33%
+368,150
3 4
5
6 7