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
1
$81M 0.98%
+944,765
2
$80.8M 0.98%
+976,045
3
$69.2M 0.84%
+765,586
4
$68.1M 0.82%
+762,684
5
$65.6M 0.79%
+703,986
6
$65.3M 0.79%
+1,593,067
7
$63.5M 0.77%
+1,113,711
8
$60.8M 0.74%
+1,341,208
9
$60.4M 0.73%
+586,024
10
$58.8M 0.71%
+1,060,919
11
$57.9M 0.7%
+1,973,239
12
$57.7M 0.7%
+515,540
13
$55.7M 0.67%
+1,423,534
14
$55.5M 0.67%
+971,136
15
$55.5M 0.67%
+716,670
16
$54.5M 0.66%
+1,133,486
17
$54.3M 0.66%
+1,105,573
18
$53.8M 0.65%
+2,639,024
19
$52.8M 0.64%
+445,820
20
$52.6M 0.64%
+1,175,591
21
$52.5M 0.64%
+2,236,609
22
$52.2M 0.63%
+789,031
23
$52.1M 0.63%
+908,881
24
$50.8M 0.62%
+1,009,910
25
$50.7M 0.61%
+1,130,981
1
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