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
$5.54B
AUM Growth
+$839M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$399M
2 +$146M

Top Sells

No sells this quarter

Sector Composition

1 Materials 97.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$3.61B 65.02%
24,130,000
2
$1.43B 25.71%
4,931,103
+1,378,903
3
$364M 6.57%
4,206,840
+1,683,036
4
$150M 2.7%
2,958,500