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
$4.96B
AUM Growth
-$399M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$87.5M

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
$2.99B 60.3%
25,109,000
2
$1.46B 29.46%
5,083,319
3
$508M 10.24%
6,304,914
+1,085,879