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
126
$25M 0.3%
578,671
+148,228
127
$24.9M 0.3%
913,916
+206,180
128
$24.8M 0.3%
1,006,749
+21,354
129
$24.5M 0.3%
960,934
-71,063
130
$24.5M 0.3%
905,073
+329,765
131
$24.3M 0.29%
553,231
-2,600
132
$24.3M 0.29%
2,001,411
+208,675
133
$24.2M 0.29%
785,937
+451,124
134
$24.1M 0.29%
874,715
-131,484
135
$23.8M 0.29%
653,510
-215,602
136
$23.7M 0.29%
643,557
+196,196
137
$23.7M 0.29%
573,797
+371,581
138
$23.4M 0.28%
491,337
-175,311
139
$22.9M 0.28%
452,797
-215,975
140
$22.7M 0.27%
1,497,462
+1,313,624
141
$22.7M 0.27%
134,630
-68,533
142
$22.7M 0.27%
156,136
+139,644
143
$22.7M 0.27%
203,322
-183,134
144
$22.4M 0.27%
194,539
-83,710
145
$22.4M 0.27%
433,168
-10,692
146
$22.3M 0.27%
122,209
+27,843
147
$22.2M 0.27%
402,616
-72,631
148
$21.9M 0.26%
351,049
-113,631
149
$21.6M 0.26%
570,909
+167,876
150
$21.4M 0.26%
369,482
+103,336
4 5
6
7 8