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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
+10.91%
1 Year Est. Return
+40.4%
3 Year Est. Return
+127.75%
5 Year Est. Return
+204.31%
10 Year Est. Return
+963.72%
AUM
$2.67B
AUM Growth
+$714M
Cap. Flow
+$577M
Cap. Flow %
21.6%
Top 10 Hldgs %
19.77%
Holding
1,096
New
289
Increased
237
Reduced
164
Closed
399

Top Buys

Rank Stock Value
1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$104M
2
META icon
Meta Platforms (Facebook)
META
+$19M
3
MAS icon
Masco
MAS
+$18.3M
4
BA icon
Boeing
BA
+$17.5M
5
INCY icon
Incyte
INCY
+$16.9M

Top Sells

Rank Stock Value
1
SKX
Skechers
SKX
+$16.7M
2
ORLY icon
O'Reilly Automotive
ORLY
+$11.5M
3
SBUX icon
Starbucks
SBUX
+$11.3M
4
GS icon
Goldman Sachs
GS
+$10.4M
5
WDC icon
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
ACAD icon
701
Acadia Pharmaceuticals
ACAD
$5.27B
– –
-25,200
Closed -$544K
ACI icon
702
Albertsons Companies
ACI
$6.01B
– –
-12,909
Closed -$278K
ACMR icon
703
ACM Research
ACMR
$5.56B
– –
-15,505
Closed -$402K
ACN icon
704
Accenture
ACN
$114B
– –
-4,402
Closed -$1.32M
ACT icon
705
Enact Holdings
ACT
$6.82B
– –
-65,098
Closed -$2.42M
ADI icon
706
Analog Devices
ADI
$181B
– –
-14,261
Closed -$3.39M
AEM icon
707
Agnico Eagle Mines
AEM
$113B
– –
-23,032
Closed -$2.74M
AEO icon
708
American Eagle Outfitters
AEO
$2.8B
– –
-377,084
Closed -$3.63M
AEP icon
709
American Electric Power
AEP
$66.8B
– –
-30,654
Closed -$3.18M
AEYE icon
710
AudioEye
AEYE
$92.6M
– –
-10,035
Closed -$117K
AGL icon
711
Agilon Health
AGL
$1.61B
– –
-1,846
Closed -$106K
AIN icon
712
Albany International
AIN
$1.65B
– –
-4,876
Closed -$342K
AIRS icon
713
AirSculpt Technologies
AIRS
$192M
– –
-21,971
Closed -$106K
AIT icon
714
Applied Industrial Technologies
AIT
$12.3B
– –
-2,049
Closed -$476K
AJG icon
715
Arthur J. Gallagher & Co
AJG
$68.8B
– –
-11,561
Closed -$3.7M
ALKT icon
716
Alkami Technology
ALKT
$2.15B
– –
-30,200
Closed -$910K
ALL icon
717
Allstate
ALL
$65.1B
– –
-1,041
Closed -$210K
AMBA icon
718
Ambarella
AMBA
$3.1B
– –
-13,571
Closed -$897K
OSG
719
Octave Specialty Group
OSG
$203M
– –
-15,197
Closed -$108K
AMP icon
720
Ameriprise Financial
AMP
$49.5B
– –
-14,531
Closed -$7.76M
AMSF icon
721
AMERISAFE
AMSF
$485M
– –
-23,900
Closed -$1.05M
APGE icon
722
Apogee Therapeutics
APGE
$10.2B
– –
-14,617
Closed -$635K
ARAY icon
723
Accuray
ARAY
$31.8M
– –
-14,055
Closed -$19.3K
ARIS
724
DELISTED
Aris Water Solutions
ARIS
– –
-18,333
Closed -$434K
ARRY icon
725
Array Technologies
ARRY
$701M
– –
-17,169
Closed -$101K
27 28
29
30 31

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ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
SP
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ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
DMIC
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HC
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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.