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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
SITE icon
1001
SiteOne Landscape Supply
SITE
$4.17B
– –
-7,200
Closed -$871K
SITM icon
1002
SiTime
SITM
$17.7B
– –
-2,228
Closed -$475K
SJM icon
1003
J.M. Smucker
SJM
$13.4B
– –
-9,368
Closed -$920K
SKX
1004
DELISTED
Skechers
SKX
– –
-263,928
Closed -$16.7M
SKYW icon
1005
Skywest
SKYW
$3.95B
– –
-63,079
Closed -$6.5M
SLI
1006
Standard Lithium
SLI
$612M
– –
-18,430
Closed -$36.1K
SLQT icon
1007
SelectQuote
SLQT
$96.2M
– –
-29,407
Closed -$70K
SMLR
1008
DELISTED
Semler Scientific
SMLR
– –
-6,000
Closed -$232K
SN icon
1009
SharkNinja
SN
$25.7B
– –
-7,111
Closed -$704K
SNEX icon
1010
StoneX
SNEX
$8.26B
– –
-107,460
Closed -$4.35M
SNPS icon
1011
Synopsys
SNPS
$77.3B
– –
-758
Closed -$389K
SO icon
1012
Southern Company
SO
$104B
– –
-7,130
Closed -$655K
SOFI icon
1013
SoFi Technologies
SOFI
$24.2B
– –
-15,460
Closed -$282K
SPGI icon
1014
S&P Global
SPGI
$128B
– –
-6,466
Closed -$3.41M
SPHR icon
1015
Sphere Entertainment
SPHR
$5.66B
– –
-14,366
Closed -$600K
SPOK icon
1016
Spok Holdings
SPOK
$220M
– –
-14,213
Closed -$251K
SPTN
1017
DELISTED
SpartanNash
SPTN
– –
-48,951
Closed -$1.3M
STE icon
1018
Steris
STE
$23B
– –
-13,215
Closed -$3.17M
STZ icon
1019
Constellation Brands
STZ
$23.1B
– –
-8,941
Closed -$1.45M
SWX icon
1020
Southwest Gas
SWX
$6.48B
– –
-5,757
Closed -$428K
SXC icon
1021
SunCoke Energy
SXC
$821M
– –
-84,284
Closed -$724K
SYF icon
1022
Synchrony
SYF
$25.9B
– –
-117,168
Closed -$7.82M
SYM icon
1023
Symbotic
SYM
$5.19B
– –
-35,184
Closed -$1.37M
TALK
1024
DELISTED
Talkspace
TALK
– –
-67,049
Closed -$186K
TATT icon
1025
TAT Technologies
TATT
$493M
– –
-7,105
Closed -$217K
39 40
41
42 43

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.