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
$610M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$5.13M
2 +$5.08M
3 +$968K
4
WMT icon
Walmart
WMT
+$835K
5
AAPL icon
Apple
AAPL
+$294K

Top Sells

1 +$3.21M
2 +$874K
3 +$810K
4
MAT icon
Mattel
MAT
+$649K
5
ESRX
Express Scripts Holding Company
ESRX
+$274K

Sector Composition

1 Technology 19.15%
2 Consumer Discretionary 16.99%
3 Healthcare 13.78%
4 Industrials 11.48%
5 Communication Services 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-73,637
77
-30,138
78
-2,548
79
-2,216
80
-4,292
81
-10,828