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
$782M
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$586K
2 +$378K
3 +$278K
4
IBM icon
IBM
IBM
+$248K
5
PANW icon
Palo Alto Networks
PANW
+$222K

Top Sells

1 +$1.21M
2 +$27.2K
3 +$25.2K
4
LIN icon
Linde
LIN
+$24.5K
5
CVX icon
Chevron
CVX
+$23.2K

Sector Composition

1 Technology 21.75%
2 Consumer Discretionary 17.65%
3 Industrials 11.68%
4 Healthcare 11.34%
5 Communication Services 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$222K 0.03%
+5,496
77
$112K 0.01%
11,055
78
-28,047