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
1
$81.6M 0.98%
881,687
+119,003
2
$77.8M 0.94%
822,980
-121,785
3
$71.3M 0.86%
627,765
+112,225
4
$70.4M 0.85%
739,009
-237,036
5
$68.9M 0.83%
1,437,391
+567,241
6
$67.3M 0.81%
745,274
+41,288
7
$61.8M 0.74%
1,128,805
+67,886
8
$60M 0.72%
2,501,090
+264,481
9
$59.8M 0.72%
1,481,317
-111,750
10
$58M 0.7%
668,636
+144,400
11
$53.2M 0.64%
506,212
-79,812
12
$52M 0.63%
1,027,809
-105,677
13
$51.4M 0.62%
840,918
+481,005
14
$51.2M 0.62%
1,222,872
-118,336
15
$50.8M 0.61%
659,178
-129,853
16
$50.7M 0.61%
1,680,370
+68,952
17
$50.7M 0.61%
854,331
-54,550
18
$50.5M 0.61%
646,581
-45,257
19
$50.1M 0.6%
893,099
-220,612
20
$50M 0.6%
1,229,357
+230,985
21
$49.7M 0.6%
1,273,577
-149,957
22
$49.2M 0.59%
1,020,272
+27,795
23
$49.1M 0.59%
891,055
+161,827
24
$49.1M 0.59%
+1,465,008
25
$48.3M 0.58%
1,773,708
+160,070
1
2 3 4 5