WCM
Windward Capital Management Portfolio holdings
AUM
$1.18B
This Quarter Return
+0.12%
1 Year Return
+11.13%
3 Year Return
+65.67%
5 Year Return
+115.75%
10 Year Return
+344.78%
AUM
$264M
AUM Growth
–
Cap. Flow
+$264M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.4%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$18.5M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$15.3M |
| 3 |
Apple
AAPL
|
$15.1M |
| 4 |
CVS Health
CVS
|
$13.6M |
| 5 |
Chipotle Mexican Grill
CMG
|
$9.76M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 21.93% |
| 2 | Consumer Discretionary | 17.59% |
| 3 | Consumer Staples | 13.62% |
| 4 | Healthcare | 11.83% |
| 5 | Communication Services | 8.37% |
