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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
TDG icon
1026
TransDigm Group
TDG
$65.8B
– –
-2,000
Closed -$3.04M
TFC icon
1027
Truist Financial
TFC
$61.6B
– –
-19,603
Closed -$843K
TFX icon
1028
Teleflex
TFX
$5.82B
– –
-12,400
Closed -$1.47M
TGI
1029
DELISTED
Triumph Group
TGI
– –
-203,601
Closed -$5.24M
THG icon
1030
Hanover Insurance
THG
$7.89B
– –
-7,577
Closed -$1.29M
TIGO icon
1031
Millicom
TIGO
$15.7B
– –
-7,023
Closed -$263K
TJX icon
1032
TJX Companies
TJX
$155B
– –
-37,764
Closed -$4.66M
TMDX icon
1033
Transmedics
TMDX
$3.19B
– –
-13,373
Closed -$1.79M
TRV icon
1034
Travelers Companies
TRV
$76.8B
– –
-1,429
Closed -$382K
TSCO icon
1035
Tractor Supply
TSCO
$18.6B
– –
-177,170
Closed -$9.35M
TSLA icon
1036
Tesla
TSLA
$1.39T
– –
-17,262
Closed -$5.48M
TT icon
1037
Trane Technologies
TT
$100B
– –
-4,652
Closed -$2.03M
TTD icon
1038
Trade Desk
TTD
$6.23B
– –
-14,905
Closed -$1.07M
TTEK icon
1039
Tetra Tech
TTEK
$9.45B
– –
-169,026
Closed -$6.08M
UAMY icon
1040
United States Antimony
UAMY
$769M
– –
-35,097
Closed -$76.5K
UIS icon
1041
Unisys
UIS
$192M
– –
-28,366
Closed -$128K
UNFI icon
1042
United Natural Foods
UNFI
$2.93B
– –
-10,964
Closed -$256K
UNH icon
1043
UnitedHealth
UNH
$356B
– –
-8,000
Closed -$2.5M
USFD icon
1044
US Foods
USFD
$23.6B
– –
-77,315
Closed -$5.95M
AD
1045
Array Digital Infrastructure
AD
$3.08B
– –
-6,773
Closed -$433K
UWMC icon
1046
UWM Holdings
UWMC
$2.25B
– –
-134,610
Closed -$557K
VCYT icon
1047
Veracyte
VCYT
$3.44B
– –
-18,500
Closed -$500K
VIRC icon
1048
Virco
VIRC
$93.6M
– –
-12,313
Closed -$98.3K
VMD icon
1049
Viemed Healthcare
VMD
$347M
– –
-22,597
Closed -$156K
VNT icon
1050
Vontier
VNT
$4.5B
– –
-180,421
Closed -$6.66M
40 41
42
43 44

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.