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
$4.71B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$223M
2 +$95.5M

Top Sells

No sells this quarter

Sector Composition

1 Materials 96.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$3.37B 71.59%
24,130,000
2
$995M 21.15%
3,552,200
+796,961
3
$197M 4.18%
2,523,804
+1,224,045
4
$145M 3.08%
2,958,500