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
$353M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$3.59M
2 +$3.51M
3 +$3.39M
4
AMGN icon
Amgen
AMGN
+$3.37M
5
ILMN icon
Illumina
ILMN
+$2.89M

Top Sells

1 +$5.34M
2 +$3.43M
3 +$1.28M
4
EOG icon
EOG Resources
EOG
+$1.27M
5
APC
Anadarko Petroleum
APC
+$1.26M

Sector Composition

1 Consumer Discretionary 21.36%
2 Technology 19.31%
3 Healthcare 17.45%
4 Consumer Staples 11.09%
5 Communication Services 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,421
77
-4,610