WCM
Windward Capital Management Portfolio holdings
AUM
$1.18B
This Quarter Return
+14.91%
1 Year Return
+11.13%
3 Year Return
+65.67%
5 Year Return
+115.75%
10 Year Return
+344.78%
AUM
$288M
AUM Growth
+$288M
(+13%)
Cap. Flow
+$3.13M
Cap. Flow
% of AUM
1.09%
Top 10 Holdings %
Top 10 Hldgs %
45.51%
Holding
65
New
2
Increased
23
Reduced
36
Closed
1
Top Buys
| 1 |
Canadian National Railway
CNI
|
$3.94M |
| 2 |
Ambev
ABEV
|
$3.68M |
| 3 |
Stratasys
SSYS
|
$1.62M |
| 4 |
Wynn Resorts
WYNN
|
$1.06M |
| 5 |
ONIT
Onity Group Inc.
ONIT
|
$654K |
Top Sells
| 1 |
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
|
$3.93M |
| 2 |
Tractor Supply
TSCO
|
$962K |
| 3 |
Blackrock
BLK
|
$597K |
| 4 |
Apple
AAPL
|
$325K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$294K |
Sector Composition
| 1 | Technology | 23.15% |
| 2 | Consumer Discretionary | 16.82% |
| 3 | Healthcare | 11.94% |
| 4 | Consumer Staples | 11.91% |
| 5 | Communication Services | 8.86% |
