WCM
Windward Capital Management Portfolio holdings
AUM
$1.18B
This Quarter Return
+4.82%
1 Year Return
+11.13%
3 Year Return
+65.67%
5 Year Return
+115.75%
10 Year Return
+344.78%
AUM
$353M
AUM Growth
+$353M
(+12%)
Cap. Flow
+$29.9M
Cap. Flow
% of AUM
8.47%
Top 10 Holdings %
Top 10 Hldgs %
45.96%
Holding
79
New
9
Increased
34
Reduced
24
Closed
9
Top Buys
| 1 |
Bath & Body Works
BBWI
|
$3.59M |
| 2 |
Gilead Sciences
GILD
|
$3.51M |
| 3 |
TJX Companies
TJX
|
$3.39M |
| 4 |
Amgen
AMGN
|
$3.37M |
| 5 |
Illumina
ILMN
|
$2.89M |
Top Sells
| 1 |
3D Systems Corporation
DDD
|
$5.34M |
| 2 |
VMW
VMware, Inc
VMW
|
$3.43M |
| 3 |
iShares Silver Trust
SLV
|
$1.28M |
| 4 |
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% |