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WG

Winton Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 40.4%
This Fund
S&P 500
This Quarter Est. Return
-0.23%
1 Year Est. Return
+40.4%
3 Year Est. Return
+127.75%
5 Year Est. Return
+204.31%
10 Year Est. Return
+963.72%
AUM
$1.64B
AUM Growth
+$136M
Cap. Flow
+$191M
Cap. Flow %
11.62%
Top 10 Hldgs %
22.28%
Holding
825
New
231
Increased
256
Reduced
164
Closed
169

Top Buys

Rank Stock Value
1
BKLN icon
Invesco Senior Loan ETF
BKLN
+$34.9M
2
ORLY icon
O'Reilly Automotive
ORLY
+$23.1M
3
DVN icon
Devon Energy
DVN
+$18.7M
4
INTC icon
Intel
INTC
+$13.6M
5
FIVE icon
Five Below
FIVE
+$13.1M

Top Sells

Rank Stock Value
1
K
Kellanova
K
+$18M
2
IP icon
International Paper
IP
+$15.5M
3
DECK icon
Deckers Outdoor
DECK
+$14.1M
4
TTEK icon
Tetra Tech
TTEK
+$13.1M
5
AVGO icon
Broadcom
AVGO
+$12.1M

Sector Composition

Rank Sector Weight
1 Financials 22.26%
2 Consumer Discretionary 17.15%
3 Technology 13.47%
4 Industrials 12.3%
5 Healthcare 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALLT icon
576
Allot
ALLT
$369M
$299K 0.02%
+52,370
New +$367K
GSM icon
577
FerroAtlántica
GSM
$865M
$298K 0.02%
+80,233
New +$309K
SNPS icon
578
Synopsys
SNPS
$78.8B
$298K 0.02%
+694
New +$337K
ATNI icon
579
ATN International
ATNI
$494M
$297K 0.02%
14,641
-28,554
-66% -$512K
HOOD icon
580
Robinhood
HOOD
$85B
$297K 0.02%
7,141
-5,651
-44% -$269K
GDRX icon
581
GoodRx Holdings
GDRX
$1.25B
$295K 0.02%
+66,861
New +$314K
LNN icon
582
Lindsay Corp
LNN
$1.17B
$293K 0.02%
2,317
-13
-0.6% -$1.7K
AKAM icon
583
Akamai
AKAM
$16.9B
$285K 0.02%
+3,536
New +$317K
SMID icon
584
Smith-Midland
SMID
$146M
$282K 0.02%
9,083
-661
-7% -$24.4K
BBCP icon
585
Concrete Pumping Holdings
BBCP
$473M
$281K 0.02%
51,447
+3,373
+7% +$23.5K
MFIN icon
586
Medallion Financial
MFIN
$249M
$280K 0.02%
32,144
+4,787
+17% +$42.3K
FLGT icon
587
Fulgent Genetics
FLGT
$524M
$279K 0.02%
+16,492
New +$281K
CRH icon
588
CRH
CRH
$66.9B
$278K 0.02%
+3,164
New +$311K
TSLA icon
589
Tesla
TSLA
$1.31T
$277K 0.02%
1,070
+552
+107% +$184K
NU icon
590
Nu Holdings
NU
$67B
$275K 0.02%
+26,824
New +$317K
PERF icon
591
Perfect Corp
PERF
$190M
$274K 0.02%
+146,310
New +$319K
D icon
592
Dominion Energy
D
$59.1B
$274K 0.02%
+4,878
New +$268K
MSGS icon
593
Madison Square Garden
MSGS
$9.43B
$270K 0.02%
+1,389
New +$287K
WEN icon
594
Wendy's
WEN
$1.39B
$266K 0.02%
18,155
-348
-2% -$5.23K
JKHY icon
595
Jack Henry & Associates
JKHY
$11B
$266K 0.02%
+1,454
New +$254K
SABR icon
596
Sabre
SABR
$835M
$264K 0.02%
94,108
+41,482
+79% +$147K
SXC icon
597
SunCoke Energy
SXC
$799M
$262K 0.02%
+28,461
New +$273K
CSTL icon
598
Castle Biosciences
CSTL
$988M
$258K 0.02%
+12,869
New +$319K
DXC icon
599
DXC Technology
DXC
$1.74B
$257K 0.02%
+15,086
New +$293K
CD
600
Chaince Digital Holdings
CD
$227M
$254K 0.02%
+47,472
New +$302K
22 23
24
25 26

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CAM
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MRCP
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ECP
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TCG
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PC
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CCI
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DIG
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Winton Group's Q1 2025 Portfolio in Review

As of Q1 2025, Winton Group held 825 positions worth $1.64B, up 9% from $1.51B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Winton Group deployed $191M of net new capital in Q1 2025, opening 231 new positions and adding to 256 existing holdings. Its largest new stake was Invesco Senior Loan ETF: 1,662,700 shares worth $34.4M.

By sector, the portfolio is most concentrated in Financials at 22% of assets, up from 21% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was International Paper, an estimated $15.5M trimmed.

  • Winton Group's largest Q1 2025 buy was Invesco Senior Loan ETF: 1,662,700 shares worth $34.4M.
  • Winton Group added most to Intel in Q1 2025, an estimated $13.6M increase.
  • Winton Group's biggest Q1 2025 reduction was International Paper, cutting an estimated $15.5M.
  • Winton Group fully exited Kellanova in Q1 2025, selling an estimated $18M.
  • Winton Group's ten largest holdings make up 22% of its $1.64B portfolio in Q1 2025.
  • Winton Group opened 231 new positions and closed 169 in Q1 2025.
  • Winton Group's portfolio value rose 9% quarter-over-quarter to $1.64B.

Based on Winton Group's 13F filing for Q1 2025, filed 15 May 2025.