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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
LOW icon
901
Lowe's Companies
LOW
$120B
– –
-23,419
Closed -$5.2M
LPLA icon
902
LPL Financial
LPLA
$28.6B
– –
-4,428
Closed -$1.66M
LULU icon
903
lululemon athletica
LULU
$13.4B
– –
-13,791
Closed -$3.28M
LUMN icon
904
Lumen
LUMN
$6.01B
– –
-31,294
Closed -$137K
LWLG icon
905
Lightwave Logic
LWLG
$913M
– –
-31,341
Closed -$38.9K
LYV icon
906
Live Nation Entertainment
LYV
$43.3B
– –
-15,319
Closed -$2.32M
MAPS
907
DELISTED
WM TECHNOLOGY INC A
MAPS
– –
-205,410
Closed -$184K
MASI
908
DELISTED
Masimo
MASI
– –
-5,617
Closed -$945K
MCK icon
909
McKesson
MCK
$105B
– –
-1,814
Closed -$1.33M
MET icon
910
MetLife
MET
$61B
– –
-85,325
Closed -$6.86M
CD
911
Chaince Digital Holdings
CD
$360M
– –
-30,547
Closed -$118K
MGM icon
912
MGM Resorts International
MGM
$10.9B
– –
-184,670
Closed -$6.35M
MIDD icon
913
Middleby
MIDD
$5.12B
– –
-37,938
Closed -$5.46M
MLM icon
914
Martin Marietta Materials
MLM
$37.8B
– –
-4,041
Closed -$2.22M
MLTX icon
915
MoonLake Immunotherapeutics
MLTX
$1.32B
– –
-12,565
Closed -$593K
MNRO icon
916
Monro
MNRO
$429M
– –
-21,325
Closed -$318K
MOD icon
917
Modine Manufacturing
MOD
$10B
– –
-15,625
Closed -$1.54M
MOG.A icon
918
Moog Inc Class A
MOG.A
$11.9B
– –
-5,667
Closed -$1.03M
MORN icon
919
Morningstar
MORN
$8.08B
– –
-5,115
Closed -$1.61M
MPT
920
Medical Properties Trust
MPT
$2.44B
– –
-61,410
Closed -$265K
MRC
921
DELISTED
MRC Global
MRC
– –
-17,503
Closed -$240K
MRCY icon
922
Mercury Systems
MRCY
$5.26B
– –
-10,493
Closed -$565K
MS icon
923
Morgan Stanley
MS
$341B
– –
-35,750
Closed -$5.04M
MSA icon
924
Mine Safety
MSA
$7.24B
– –
-1,858
Closed -$311K
MSCI icon
925
MSCI
MSCI
$41.2B
– –
-1,973
Closed -$1.14M
35 36
37
38 39

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.