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
$3.09B
AUM Growth
+$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Materials 95.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$2.95B 95.75%
24,130,000
2
$131M 4.25%
2,958,500