WCM

Windward Capital Management Portfolio holdings

AUM $1.18B
1-Year Est. Return 11.13%
This Quarter Est. Return
1 Year Est. Return
+11.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$3.93M
3
+$1.84M
4
AAPL icon
Apple
AAPL
+$1.31M
5
LNKD
LinkedIn Corporation
LNKD
+$1M

Top Sells

1
+$1.52M
2
+$1.4M
3
+$797K
4
UAA icon
Under Armour
UAA
+$673K
5
VMW
VMware, Inc
VMW
+$492K

Sector Composition

1 Consumer Discretionary 21.98%
2 Technology 19.72%
3 Healthcare 18.47%
4 Consumer Staples 10.63%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.19M 1.34%
118,921
+10,879
27
$4.85M 1.26%
102,448
+3,744
28
$4.81M 1.24%
34,703
+1,398
29
$4.14M 1.07%
89,354
+217
30
$3.93M 1.02%
+19,796
31
$3.93M 1.02%
51,537
+284
32
$3.7M 0.96%
67,481
+1,241
33
$3.57M 0.92%
12,009
+4
34
$3.48M 0.9%
99,302
+440
35
$3.41M 0.88%
21,343
+203
36
$2.96M 0.77%
16,419
+302
37
$2.95M 0.76%
25,924
+959
38
$2.86M 0.74%
29,159
-8,125
39
$2.84M 0.74%
117,142
+3,004
40
$2.26M 0.58%
24,158
-268
41
$1.46M 0.38%
11,995
+5,361
42
$1.06M 0.28%
5,100
43
$1M 0.26%
+4,004
44
$993K 0.26%
22,398
+27
45
$864K 0.22%
7,973
+14
46
$779K 0.2%
+8,500
47
$777K 0.2%
7,408
+14
48
$772K 0.2%
11,966
+741
49
$755K 0.2%
13,723
+851
50
$647K 0.17%
3,763
+10
1
2
3