WC
Westwind Capital Portfolio holdings
AUM
$489M
1-Year Return
21.89%
This Quarter Return
+5.11%
1 Year Return
+21.89%
3 Year Return
+93.84%
5 Year Return
+145.7%
10 Year Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.34%
Holding
39
New
39
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Visa
V
|
+$11.9M |
| 2 |
Intuitive Surgical
ISRG
|
+$10.9M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$9.09M |
| 4 |
Mastercard
MA
|
+$9.03M |
| 5 |
Idexx Laboratories
IDXX
|
+$8.59M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 24.66% |
| 2 | Technology | 22.11% |
| 3 | Financials | 19.73% |
| 4 | Communication Services | 11.97% |
| 5 | Consumer Discretionary | 4.31% |
