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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
EXOD
601
Exodus Movement Inc
EXOD
$156M
$254K 0.02%
+5,561
New +$246K
GIS icon
602
General Mills
GIS
$19.9B
$252K 0.02%
+4,219
New +$253K
DT icon
603
Dynatrace
DT
$14.6B
$247K 0.02%
+5,228
New +$286K
EVH icon
604
Evolent Health
EVH
$444M
$246K 0.02%
+25,981
New +$262K
CPRI icon
605
Capri Holdings
CPRI
$1.75B
$235K 0.01%
+11,899
New +$263K
PGR icon
606
Progressive
PGR
$124B
$232K 0.01%
820
-223
-21% -$58.3K
CCRN
607
DELISTED
Cross Country Healthcare
CCRN
$232K 0.01%
+15,574
New +$268K
VIR icon
608
Vir Biotechnology
VIR
$1.5B
$229K 0.01%
35,384
-56,851
-62% -$505K
COLM icon
609
Columbia Sportswear
COLM
$2.92B
$229K 0.01%
3,027
-74,061
-96% -$6.18M
ABBV icon
610
AbbVie
ABBV
$438B
$227K 0.01%
+1,085
New +$211K
CC icon
611
Chemours
CC
$2.2B
$223K 0.01%
16,460
-3,681
-18% -$61.1K
MFC icon
612
Manulife Financial
MFC
$73.3B
$220K 0.01%
7,063
– –
FUFU icon
613
BitFuFu
FUFU
$215M
$220K 0.01%
47,972
+31,215
+186% +$155K
MTRX icon
614
Matrix Service
MTRX
$326M
$215K 0.01%
17,317
-62,882
-78% -$842K
CLMT icon
615
Calumet Specialty Products
CLMT
$3.96B
$214K 0.01%
+16,906
New +$266K
SU icon
616
Suncor Energy
SU
$73.4B
$212K 0.01%
+5,479
New +$209K
PLTK icon
617
Playtika
PLTK
$1.07B
$212K 0.01%
+40,973
New +$257K
ORN icon
618
Orion Group Holdings
ORN
$396M
$211K 0.01%
40,411
-87,848
-68% -$615K
EGAN icon
619
eGain
EGAN
$203M
$207K 0.01%
+42,659
New +$241K
ATRO icon
620
Astronics
ATRO
$3.72B
$207K 0.01%
+10,260
New +$172K
EA
621
DELISTED
Electronic Arts
EA
$206K 0.01%
+1,425
New +$192K
STLA icon
622
Stellantis
STLA
$21B
$204K 0.01%
+18,181
New +$234K
AUNA
623
Auna
AUNA
$390M
$202K 0.01%
28,476
-12,359
-30% -$96.3K
EXFY icon
624
Expensify
EXFY
$225M
$201K 0.01%
65,961
+7,784
+13% +$27K
CNH
625
CNH Industrial
CNH
$16.9B
$187K 0.01%
+15,231
New +$191K
23 24
25
26 27

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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
DeepCurrents Investment Group New York $3.12B AUM 12.93% 1-Year Est. Return

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.