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 Industrials 10.65%
5 Healthcare 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16.3M 0.2%
591,299
-155,917
202
$15.9M 0.19%
234,540
+12,801
203
$15.9M 0.19%
412,742
+372,740
204
$15.7M 0.19%
701,802
-1,232,990
205
$15.7M 0.19%
471,179
+314,316
206
$15.7M 0.19%
336,699
-50,625
207
$15.5M 0.19%
746,778
-87,988
208
$15.5M 0.19%
547,774
-908,424
209
$15.5M 0.19%
669,792
+629,767
210
$15.3M 0.18%
56,444
+19,508
211
$15.1M 0.18%
332,410
-184,989
212
$15.1M 0.18%
198,509
+178,479
213
$15.1M 0.18%
57,530
+15,377
214
$15M 0.18%
216,181
-231,356
215
$15M 0.18%
173,150
+156,030
216
$14.9M 0.18%
1,677,104
+699,514
217
$14.9M 0.18%
40,359
-6,620
218
$14.7M 0.18%
161,142
+31,605
219
$14.6M 0.18%
213,355
+197,712
220
$14.5M 0.17%
309,679
-31,244
221
$14.4M 0.17%
582,955
+137,729
222
$14.2M 0.17%
618,383
+80,057
223
$14.1M 0.17%
376,779
+111,142
224
$13.9M 0.17%
402,509
+360,755
225
$13.9M 0.17%
339,204
+136,634
7 8
9
10 11