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
$2.77B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$224M

Top Sells

No sells this quarter

Sector Composition

1 Materials 94.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$2.62B 94.59%
19,536,858
+1,664,698
2
$150M 5.41%
2,958,500