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
$3.57B
AUM Growth
+$483M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$726M
2 +$95.9M

Top Sells

No sells this quarter

Sector Composition

1 Materials 96.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$2.63B 73.59%
24,130,000
2
$726M 20.34%
+2,755,239
3
$121M 3.39%
2,958,500
4
$95.9M 2.69%
+1,299,759