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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
KVUE icon
201
Kenvue
KVUE
$37B
$3.87M 0.14%
+238,433
New +$4.87M
AXON
202
Axon Enterprise
AXON
$49.8B
$3.87M 0.14%
+5,391
New +$4.09M
PM icon
203
Philip Morris
PM
$300B
$3.82M 0.14%
23,544
+8,856
+60% +$1.49M
INTU icon
204
Intuit
INTU
$98.8B
$3.78M 0.14%
+5,542
New +$3.99M
DHR icon
205
Danaher
DHR
$151B
$3.73M 0.14%
18,790
+9,790
+109% +$1.95M
CAVA icon
206
CAVA Group
CAVA
$8.27B
$3.7M 0.14%
+61,307
New +$4.64M
CNMD icon
207
CONMED
CNMD
$1.53B
$3.7M 0.14%
78,627
+2,157
+3% +$112K
COF icon
208
Capital One
COF
$134B
$3.66M 0.14%
17,203
-7,542
-30% -$1.65M
MD icon
209
Pediatrix Medical
MD
$2.18B
$3.6M 0.13%
215,096
+136,820
+175% +$2.05M
VSXY
210
Victoria's Secret
VSXY
$6.87B
$3.56M 0.13%
131,299
-50,631
-28% -$1.14M
SEM
211
DELISTED
Select Medical
SEM
$3.56M 0.13%
+276,948
New +$3.69M
UPS icon
212
United Parcel Service
UPS
$88.8B
$3.55M 0.13%
42,440
+34,314
+422% +$3.11M
KDP icon
213
Keurig Dr Pepper
KDP
$43.4B
$3.54M 0.13%
138,900
+36,000
+35% +$1.13M
NSC icon
214
Norfolk Southern
NSC
$79.2B
$3.48M 0.13%
+11,600
New +$3.22M
STAA icon
215
STAAR Surgical
STAA
$1.16B
$3.47M 0.13%
129,106
-9,302
-7% -$222K
WULF icon
216
TeraWulf
WULF
$8.08B
$3.45M 0.13%
301,935
+183,754
+155% +$1.4M
FITB
217
Fifth Third Bancorp
FITB
$49.7B
$3.43M 0.13%
77,054
-61,107
-44% -$2.68M
WRLD icon
218
World Acceptance Corp
WRLD
$897M
$3.42M 0.13%
20,241
+11,741
+138% +$1.98M
ALLY icon
219
Ally Financial
ALLY
$13B
$3.41M 0.13%
+87,009
New +$3.49M
KKR icon
220
KKR & Co
KKR
$96.3B
$3.4M 0.13%
26,130
+18,342
+236% +$2.6M
DFIN icon
221
Donnelley Financial Solutions
DFIN
$1.17B
$3.39M 0.13%
+65,884
New +$3.76M
IQV icon
222
IQVIA
IQV
$42.5B
$3.38M 0.13%
+17,810
New +$3.24M
RPRX icon
223
Royalty Pharma
RPRX
$27.6B
$3.36M 0.13%
+95,200
New +$3.45M
PAYO icon
224
Payoneer
PAYO
$2.41B
$3.35M 0.13%
+553,557
New +$3.71M
UAL icon
225
United Airlines
UAL
$37.5B
$3.35M 0.13%
34,667
+17,552
+103% +$1.69M
7 8
9
10 11

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ACM
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TE
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PCM
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DMIC
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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.