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
151
$21.1M 0.25%
213,499
+49,532
152
$20.9M 0.25%
273,721
-145,990
153
$20.6M 0.25%
327,592
-89,541
154
$20.6M 0.25%
130,057
+2,611
155
$20.1M 0.24%
433,551
+67,697
156
$20M 0.24%
665,416
+369,200
157
$19.9M 0.24%
626,348
+547,178
158
$19.8M 0.24%
168,786
+83,779
159
$19.6M 0.24%
230,063
+53,352
160
$19.6M 0.24%
359,058
+101,168
161
$19.5M 0.23%
506,666
+11,098
162
$19.5M 0.23%
422,726
+156,513
163
$19.3M 0.23%
468,944
+188,632
164
$19.3M 0.23%
381,538
+48,103
165
$19.3M 0.23%
241,765
-129,794
166
$19.2M 0.23%
472,717
-12,159
167
$19.2M 0.23%
221,244
-53,848
168
$19.1M 0.23%
+364,638
169
$19M 0.23%
1,221,508
+1,105,320
170
$18.9M 0.23%
451,044
+109,934
171
$18.9M 0.23%
1,474,132
-794,380
172
$18.7M 0.23%
282,522
+260,080
173
$18.6M 0.22%
266,095
+5,215
174
$18.4M 0.22%
237,290
+18,014
175
$18.4M 0.22%
305,453
-117,613
5 6
7
8 9