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
$708M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$5.72M
2 +$104K
3 +$99.5K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$98.2K
5
CRM icon
Salesforce
CRM
+$94K

Top Sells

1 +$11.7M
2 +$179K
3 +$133K
4
DIS icon
Walt Disney
DIS
+$41.9K
5
PYPL icon
PayPal
PYPL
+$38.5K

Sector Composition

1 Technology 21.82%
2 Consumer Discretionary 17.25%
3 Healthcare 11.8%
4 Industrials 10.94%
5 Communication Services 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$216K 0.03%
2,553
-26
77
$205K 0.03%
4,663
-56
78
$201K 0.03%
4,917
-36
79
$109K 0.02%
11,260
-88
80
-124,092