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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
+963.71%
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
3.5
quarters
Top 10 Avg Time Held
2.9
quarters
Top 20 Avg Time Held
2.1
quarters
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 | |
|---|---|---|---|---|---|---|---|
901
Lowe's Companies
LOW
$104B
| – | – |
-23,419
| Closed | -$5.2M | – |
|
902
LPL Financial
LPLA
$26.1B
| – | – |
-4,428
| Closed | -$1.66M | – |
|
903
lululemon athletica
LULU
$10.9B
| – | – |
-13,791
| Closed | -$3.28M | – |
|
904
Lumen Technologies, Inc. Common Stock
LUMN
$5.45B
| – | – |
-31,294
| Closed | -$137K | – |
|
905
Lightwave Logic
LWLG
$766M
| – | – |
-31,341
| Closed | -$38.9K | – |
|
906
Live Nation Entertainment
LYV
$39.7B
| – | – |
-15,319
| Closed | -$2.32M | – |
|
907
DELISTED
WM TECHNOLOGY INC A
MAPS
| – | – |
-205,410
| Closed | -$184K | – |
|
908
DELISTED
Masimo
MASI
| – | – |
-5,617
| Closed | -$945K | – |
|
909
McKesson
MCK
$109B
| – | – |
-1,814
| Closed | -$1.33M | – |
|
910
MetLife
MET
$62.5B
| – | – |
-85,325
| Closed | -$6.86M | – |
|
911
Chaince Digital Holdings
CD
$953M
| – | – |
-30,547
| Closed | -$118K | – |
|
912
MGM Resorts International
MGM
$7.36B
| – | – |
-184,670
| Closed | -$6.35M | – |
|
913
Middleby
MIDD
$4.79B
| – | – |
-37,938
| Closed | -$5.46M | – |
|
914
Martin Marietta Materials
MLM
$34B
| – | – |
-4,041
| Closed | -$2.22M | – |
|
915
MoonLake Immunotherapeutics
MLTX
$921M
| – | – |
-12,565
| Closed | -$593K | – |
|
916
Monro
MNRO
$424M
| – | – |
-21,325
| Closed | -$318K | – |
|
917
Modine Manufacturing
MOD
$9.64B
| – | – |
-15,625
| Closed | -$1.54M | – |
|
918
Moog Inc Class A
MOG.A
$11.5B
| – | – |
-5,667
| Closed | -$1.03M | – |
|
919
Morningstar
MORN
$7.67B
| – | – |
-5,115
| Closed | -$1.61M | – |
|
920
Medical Properties Trust
MPT
$1.88B
| – | – |
-61,410
| Closed | -$265K | – |
|
921
DELISTED
MRC Global
MRC
| – | – |
-17,503
| Closed | -$240K | – |
|
922
Mercury Systems
MRCY
$4.84B
| – | – |
-10,493
| Closed | -$565K | – |
|
923
Morgan Stanley
MS
$298B
| – | – |
-35,750
| Closed | -$5.04M | – |
|
924
Mine Safety
MSA
$6.97B
| – | – |
-1,858
| Closed | -$311K | – |
|
925
MSCI
MSCI
$41.1B
| – | – |
-1,973
| Closed | -$1.14M | – |
|
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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.