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
$936M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$4.32M
2 +$4.06M
3 +$1.93M
4
MSFT icon
Microsoft
MSFT
+$1.02M
5
WELL icon
Welltower
WELL
+$870K

Top Sells

1 +$4.25M
2 +$166K
3 +$157K
4
NKE icon
Nike
NKE
+$150K
5
FI icon
Fiserv
FI
+$129K

Sector Composition

1 Technology 23.88%
2 Consumer Discretionary 16.43%
3 Healthcare 11.46%
4 Industrials 11.08%
5 Communication Services 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$274K 0.03%
14,640
-100
77
$233K 0.02%
7,705
-65
78
-10,632
79
-137,898