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
$883M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$4.63M
2 +$3.62M
3 +$318K
4
TMUS icon
T-Mobile US
TMUS
+$214K
5
ABBV icon
AbbVie
ABBV
+$209K

Top Sells

1 +$5.98M
2 +$2.12M
3 +$1.72M
4
NKE icon
Nike
NKE
+$548K
5
CRM icon
Salesforce
CRM
+$540K

Sector Composition

1 Technology 26.54%
2 Consumer Discretionary 16.56%
3 Healthcare 11.01%
4 Communication Services 10.7%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,489
77
-1,869