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
126
$26.2M 0.32%
+900,496
127
$26.1M 0.32%
+608,588
128
$26M 0.31%
+1,006,199
129
$25.8M 0.31%
+2,268,512
130
$25.1M 0.3%
+464,680
131
$24.7M 0.3%
+496,236
132
$24.5M 0.3%
+985,395
133
$24.4M 0.3%
+597,632
134
$24M 0.29%
+912,648
135
$23.8M 0.29%
+275,092
136
$23.4M 0.28%
+443,860
137
$23.2M 0.28%
+475,247
138
$22.9M 0.28%
+517,399
139
$22.8M 0.28%
+131,184
140
$22.8M 0.28%
+2,165,480
141
$22.5M 0.27%
+510,386
142
$22.2M 0.27%
+293,088
143
$22M 0.27%
+423,066
144
$22M 0.27%
+897,013
145
$21.4M 0.26%
+224,193
146
$21.4M 0.26%
+417,133
147
$21.2M 0.26%
+747,216
148
$21M 0.25%
+187,670
149
$20.7M 0.25%
+430,443
150
$20.5M 0.25%
+292,473
4 5
6
7 8