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
$5.36B
AUM Growth
-$674M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$15M
2 +$13.5M

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
$3.3B 61.53%
25,109,000
2
$1.62B 30.3%
5,083,319
+47,099
3
$438M 8.18%
5,219,035
+160,299