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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
FCN icon
826
FTI Consulting
FCN
$4.19B
– –
-39,808
Closed -$6.43M
FCNCA icon
827
First Citizens BancShares
FCNCA
$24.4B
– –
-1,074
Closed -$2.1M
FCX icon
828
Freeport-McMoran
FCX
$115B
– –
-55,910
Closed -$2.42M
FDX icon
829
FedEx
FDX
$79B
– –
-2,328
Closed -$529K
PLGO
830
Pelagos Insurance Capital
PLGO
$2.07B
– –
-13,100
Closed -$217K
FIX icon
831
Comfort Systems
FIX
$55B
– –
-1,057
Closed -$567K
FLR icon
832
Fluor
FLR
$6.86B
– –
-30,689
Closed -$1.57M
FMC icon
833
FMC
FMC
$1.4B
– –
-120,361
Closed -$5.03M
FNGR icon
834
FingerMotion
FNGR
$10.5M
– –
-12,914
Closed -$26.2K
FRPT icon
835
Freshpet
FRPT
$3.62B
– –
-8,203
Closed -$557K
FSS icon
836
Federal Signal
FSS
$7.36B
– –
-7,982
Closed -$849K
FUN icon
837
Cedar Fair
FUN
$1.7B
– –
-51,475
Closed -$1.57M
FWRG icon
838
First Watch Restaurant Group
FWRG
$802M
– –
-18,593
Closed -$298K
GDDY icon
839
GoDaddy
GDDY
$12.6B
– –
-31,357
Closed -$5.65M
GDRX icon
840
GoodRx Holdings
GDRX
$1.19B
– –
-29,454
Closed -$147K
GIS icon
841
General Mills
GIS
$21.3B
– –
-8,971
Closed -$465K
GL icon
842
Globe Life
GL
$13.2B
– –
-2,476
Closed -$308K
GLOB icon
843
Globant
GLOB
$1.73B
– –
-4,807
Closed -$437K
GM icon
844
General Motors
GM
$75.3B
– –
-18,895
Closed -$930K
MRDN
845
Meridian Holdings Inc
MRDN
$175M
– –
-3,588
Closed -$73.2K
GNL icon
846
Global Net Lease
GNL
$2.14B
– –
-46,783
Closed -$353K
GNRC icon
847
Generac Holdings
GNRC
$11.9B
– –
-11,582
Closed -$1.66M
GOLF icon
848
Acushnet Holdings
GOLF
$5.04B
– –
-3,664
Closed -$267K
GPK icon
849
Graphic Packaging
GPK
$3.38B
– –
-273,309
Closed -$5.76M
GPRE icon
850
Green Plains
GPRE
$1.03B
– –
-10,091
Closed -$60.8K
32 33
34
35 36

Similar funds

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
SP
SurgoCap Partners New York $3.09B AUM 56.85% 1-Year Est. Return
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
Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada $3.07B AUM 16.75% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $3.07B AUM 40.85% 1-Year Est. Return

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.