WCM

Windward Capital Management Portfolio holdings

AUM $1.26B
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
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 +$3.18M
2 +$736K
3 +$634K
4
AMZN icon
Amazon
AMZN
+$577K
5
PFE icon
Pfizer
PFE
+$466K

Top Sells

1 +$3.7M
2 +$1.01M
3 +$802K
4
LMT icon
Lockheed Martin
LMT
+$762K
5
LNKD
LinkedIn Corporation
LNKD
+$597K

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