AW

Alpha Windward Portfolio holdings

AUM $137M
1-Year Est. Return 11.18%
This Quarter Est. Return
1 Year Est. Return
+11.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1 +$519K
2 +$491K
3 +$459K
4
SCVL icon
Shoe Carnival
SCVL
+$458K
5
KHC icon
Kraft Heinz
KHC
+$443K

Top Sells

1 +$831K
2 +$549K
3 +$533K
4
LRCX icon
Lam Research
LRCX
+$499K
5
ZEN
ZENDESK INC
ZEN
+$493K

Sector Composition

1 Technology 10.45%
2 Industrials 10.23%
3 Consumer Discretionary 10.16%
4 Consumer Staples 9.09%
5 Healthcare 7.3%