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
$5.29B
AUM Growth
-$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$131M
2 +$75.2M
3 +$30.8M

Top Sells

1 +$150M

Sector Composition

1 Materials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$3.36B 63.43%
25,109,000
+979,000
2
$1.48B 27.91%
5,036,220
+105,117
3
$458M 8.66%
5,032,993
+826,153
4
-2,958,500