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Winton Group Portfolio holdings
AUM
$3.09B
Turnover
59.06%
1-Year Est. Return
40.4%
This Fund
S&P 500
This Quarter
Est. Return
+10.91%
1 Year Est. Return
+40.4%
3 Year Est. Return
+127.75%
5 Year Est. Return
+204.31%
10 Year Est. Return
+963.71%
AUM
$2.67B
AUM Growth
+$714M
(+37%)
Cap. Flow
+$577M
Cap. Flow
% of AUM
21.6%
Top 10 Holdings %
Top 10 Hldgs %
19.77%
Holding
1,096
New
289
Increased
237
Reduced
164
Closed
399
Avg Time Held
0.9
years
Top 10 Avg Time Held
0.7
years
Top 20 Avg Time Held
0.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$104M |
| 2 |
Meta Platforms (Facebook)
META
|
+$19M |
| 3 |
Masco
MAS
|
+$18.3M |
| 4 |
Boeing
BA
|
+$17.5M |
| 5 |
Incyte
INCY
|
+$16.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Skechers
SKX
|
+$16.7M |
| 2 |
O'Reilly Automotive
ORLY
|
+$11.5M |
| 3 |
Starbucks
SBUX
|
+$11.3M |
| 4 |
Goldman Sachs
GS
|
+$10.4M |
| 5 |
Western Digital
WDC
|
+$10.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17.39% |
| 2 | Technology | 15.86% |
| 3 | Industrials | 13.11% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Healthcare | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
351
Mercado Libre
MELI
$94.1B
| $1.29M | 0.05% |
553
-856
| -61% | -$2.05M |
2025 Q1
2 quarters
|
|
352
Kulicke & Soffa
KLIC
$4.35B
| $1.29M | 0.05% |
31,679
+165
| +0.5% | +$6.11K |
2025 Q2
1 quarter
|
|
353
A10 Networks
ATEN
$1.84B
| $1.28M | 0.05% |
70,766
+215
| +0.3% | +$3.89K |
2022 Q2
13 quarters
|
|
354
Artisan Partners
APAM
$2.33B
| $1.28M | 0.05% |
29,524
+7,514
| +34% | +$346K |
2023 Q2
9 quarters
|
|
355
Brighthouse Financial
BHF
$2.8B
| $1.28M | 0.05% |
24,106
-10,447
| -30% | -$510K |
2023 Q2
9 quarters
|
|
356
Amentum Holdings
AMTM
$4.67B
| $1.28M | 0.05% |
53,409
-59,012
| -52% | -$1.44M |
2024 Q4
3 quarters
|
|
357
Edwards Lifesciences
EW
$50.8B
| $1.28M | 0.05% |
16,413
-57,665
| -78% | -$4.51M |
2024 Q4
3 quarters
|
|
358
Rogers Corp
ROG
$2.46B
| $1.27M | 0.05% |
15,744
+6,779
| +76% | +$505K |
2024 Q4
3 quarters
|
|
359
NETSCOUT
NTCT
$2.82B
| $1.27M | 0.05% |
49,032
+32,826
| +203% | +$777K |
2024 Q4
3 quarters
|
|
360
Lemonade
LMND
$3.55B
| $1.27M | 0.05% |
+23,641
| New | +$1.15M |
2025 Q3
0 quarters
|
|
361
Progyny
PGNY
$2.11B
| $1.26M | 0.05% |
58,780
+12,083
| +26% | +$275K |
2023 Q2
9 quarters
|
|
362
Preferred Bank
PFBC
$1.23B
| $1.26M | 0.05% |
13,986
-28,130
| -67% | -$2.61M |
2019 Q4
23 quarters
|
|
363
Sally Beauty Holdings
SBH
$1.6B
| $1.26M | 0.05% |
77,634
-1,141
| -1% | -$14.3K |
2025 Q2
1 quarter
|
|
364
Expeditors International
EXPD
$25.8B
| $1.26M | 0.05% |
10,307
+7,041
| +216% | +$837K |
2025 Q1
2 quarters
|
|
365
Tompkins Financial
TMP
$1.4B
| $1.26M | 0.05% |
19,057
+58
| +0.3% | +$3.89K |
2024 Q1
6 quarters
|
|
366
Insulet
PODD
$9.62B
| $1.26M | 0.05% |
4,086
+37
| +0.9% | +$11.6K |
2023 Q3
8 quarters
|
|
367
NOV
NOV
$6.64B
| $1.26M | 0.05% |
94,971
+209
| +0.2% | +$2.7K |
2024 Q1
6 quarters
|
|
368
Academy Sports + Outdoors
ASO
$3.6B
| $1.25M | 0.05% |
25,077
-5,730
| -19% | -$292K |
2021 Q4
15 quarters
|
|
369
Arcus Biosciences
RCUS
$2.91B
| $1.25M | 0.05% |
+92,229
| New | +$959K |
2025 Q3
0 quarters
|
|
370
Occidental Petroleum
OXY
$60.6B
| $1.25M | 0.05% |
26,500
-78,439
| -75% | -$3.54M |
2020 Q2
21 quarters
|
|
371
International Bancshares
IBOC
$4.21B
| $1.25M | 0.05% |
18,206
-420
| -2% | -$29.4K |
2021 Q1
18 quarters
|
|
372
DELISTED
Sun Country Airlines
SNCY
| $1.25M | 0.05% |
105,814
-24,052
| -19% | -$297K |
2023 Q2
9 quarters
|
|
373
Navient
NAVI
$897M
| $1.25M | 0.05% |
94,725
-2,905
| -3% | -$39.4K |
2024 Q3
4 quarters
|
|
374
ONE Gas
OGS
$4.69B
| $1.24M | 0.05% |
15,371
+40
| +0.3% | +$3K |
2018 Q1
30 quarters
|
|
375
Harmonic Inc
HLIT
$1.15B
| $1.24M | 0.05% |
121,962
+40,742
| +50% | +$384K |
2024 Q1
6 quarters
|
|
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Winton Group's Q3 2025 Portfolio in Review
As of Q3 2025, Winton Group held 1,096 positions worth $2.67B, up 37% from $1.96B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Winton Group deployed $577M of net new capital in Q3 2025, opening 289 new positions and adding to 237 existing holdings. Its largest new stake was iShares iBoxx $ High Yield Corporate Bond ETF: 1,293,660 shares worth $105M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 24% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was O'Reilly Automotive, an estimated $11.5M trimmed.
- Winton Group's largest Q3 2025 buy was iShares iBoxx $ High Yield Corporate Bond ETF: 1,293,660 shares worth $105M.
- Winton Group added most to Meta Platforms (Facebook) in Q3 2025, an estimated $19M increase.
- Winton Group's biggest Q3 2025 reduction was O'Reilly Automotive, cutting an estimated $11.5M.
- Winton Group fully exited Skechers in Q3 2025, selling an estimated $16.7M.
- Winton Group's ten largest holdings make up 20% of its $2.67B portfolio in Q3 2025.
- Winton Group opened 289 new positions and closed 399 in Q3 2025.
- Winton Group's portfolio value rose 37% quarter-over-quarter to $2.67B.
Based on Winton Group's 13F filing for Q3 2025, filed 13 Nov 2025.