WCM
Windward Capital Management Portfolio holdings
AUM
$1.18B
This Quarter Return
-0.69%
1 Year Return
+11.13%
3 Year Return
+65.67%
5 Year Return
+115.75%
10 Year Return
+344.78%
AUM
$275M
AUM Growth
+$275M
(-4.5%)
Cap. Flow
-$7.15M
Cap. Flow
% of AUM
-2.6%
Top 10 Holdings %
Top 10 Hldgs %
43.58%
Holding
68
New
4
Increased
12
Reduced
49
Closed
2
Top Buys
| 1 |
Tractor Supply
TSCO
|
$696K |
| 2 |
LNKD
LinkedIn Corporation
LNKD
|
$340K |
| 3 |
Union Pacific
UNP
|
$314K |
| 4 |
CF Industries
CF
|
$313K |
| 5 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
$274K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$2.62M |
| 2 |
Apple
AAPL
|
$2.27M |
| 3 |
Amazon
AMZN
|
$1.91M |
| 4 |
VMW
VMware, Inc
VMW
|
$778K |
| 5 |
Wynn Resorts
WYNN
|
$331K |
Sector Composition
| 1 | Technology | 21.75% |
| 2 | Consumer Discretionary | 16.59% |
| 3 | Healthcare | 12.87% |
| 4 | Consumer Staples | 12.17% |
| 5 | Communication Services | 8.41% |
