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WI

Winder Investment Portfolio holdings

AUM $4.4B
1-Year Est. Return 8.87%
This Fund
S&P 500
This Quarter Est. Return
-17.58%
1 Year Est. Return
-8.87%
3 Year Est. Return
-3.24%
5 Year Est. Return
-5.24%
10 Year Est. Return
–
AUM
$920M
AUM Growth
–
Cap. Flow
+$980M
Cap. Flow %
106.48%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IFF icon
International Flavors & Fragrances
IFF
+$980M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Materials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IFF icon
1
International Flavors & Fragrances
IFF
$20B
$920M 100%
+7,808,740
New +$980M

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Winder Investment's Q4 2016 Portfolio in Review

Q4 2016 is the first quarter with a 13F filing on record for Winder Investment, which disclosed 1 position worth $920M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is International Flavors & Fragrances: 7,808,740 shares worth $920M.

By sector, the portfolio is most concentrated in Materials at 100% of assets.

  • Winder Investment's largest Q4 2016 buy was International Flavors & Fragrances: 7,808,740 shares worth $920M.
  • Winder Investment's ten largest holdings make up 100% of its $920M portfolio in Q4 2016.
  • Winder Investment disclosed 1 position in Q4 2016, its first 13F filing on record.

Based on Winder Investment's 13F filing for Q4 2016, filed 13 Feb 2017.