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
$367M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$2.75M
2 +$721K
3 +$585K
4
CVS icon
CVS Health
CVS
+$582K
5
NKE icon
Nike
NKE
+$496K

Top Sells

1 +$3.74M
2 +$1.01M
3 +$775K
4
AGN
Allergan plc
AGN
+$709K
5
LNKD
LinkedIn Corporation
LNKD
+$572K

Sector Composition

1 Consumer Discretionary 23.08%
2 Technology 19.94%
3 Healthcare 17.73%
4 Consumer Staples 10.87%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.06%
+2,856
77
-5,100