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
$694M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$275K
3 +$197K
4
JNJ icon
Johnson & Johnson
JNJ
+$197K
5
CME icon
CME Group
CME
+$190K

Top Sells

1 +$15.2M
2 +$458K
3 +$376K
4
AMZN icon
Amazon
AMZN
+$261K
5
PANW icon
Palo Alto Networks
PANW
+$209K

Sector Composition

1 Technology 20.34%
2 Consumer Discretionary 17.01%
3 Healthcare 12.96%
4 Communication Services 11.5%
5 Industrials 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$209K 0.03%
8,287
-99
77
$79K 0.01%
11,055
78
-5,574
79
-94,404