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
$6.03B
AUM Growth
+$740M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$2.58M

Top Sells

No sells this quarter

Sector Composition

1 Materials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$3.78B 62.69%
25,109,000
2
$1.74B 28.92%
5,036,220
3
$506M 8.39%
5,058,736
+25,743