WI

Winder Investment Portfolio holdings

AUM $4.4B
1-Year Est. Return 8.87%
This Quarter Est. Return
1 Year Est. Return
-8.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.66B
AUM Growth
+$921M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1
+$539M
2
+$170M

Top Sells

No sells this quarter

Sector Composition

1 Materials 93.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.49B 93.6%
17,872,160
+3,872,160
2
$170M 6.4%
+2,958,500