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
201
$15.1M 0.18%
+185,656
202
$15M 0.18%
+833,648
203
$14.8M 0.18%
+424,934
204
$14.8M 0.18%
+834,766
205
$14.7M 0.18%
+257,890
206
$14.6M 0.18%
+419,568
207
$14.5M 0.18%
+239,447
208
$14.2M 0.17%
+176,711
209
$14.1M 0.17%
+258,678
210
$14.1M 0.17%
+248,111
211
$14.1M 0.17%
+221,739
212
$14M 0.17%
+163,967
213
$13.9M 0.17%
+488,067
214
$13.8M 0.17%
+575,308
215
$13.7M 0.17%
+46,979
216
$13.7M 0.17%
+58,761
217
$13.6M 0.17%
+227,383
218
$13.4M 0.16%
+1,212,143
219
$13.3M 0.16%
+116,111
220
$13.2M 0.16%
+621,635
221
$13.2M 0.16%
+240,302
222
$13M 0.16%
+538,326
223
$12.9M 0.16%
+287,277
224
$12.8M 0.16%
+266,213
225
$12.8M 0.15%
+585,472
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