WCM
Windward Capital Management Portfolio holdings
AUM
$1.18B
This Quarter Return
+22.37%
1 Year Return
+11.13%
3 Year Return
+65.67%
5 Year Return
+115.75%
10 Year Return
+344.78%
AUM
$883M
AUM Growth
+$883M
(+18%)
Cap. Flow
-$5.4M
Cap. Flow
% of AUM
-0.61%
Top 10 Holdings %
Top 10 Hldgs %
48.68%
Holding
78
New
6
Increased
2
Reduced
68
Closed
2
Top Buys
| 1 |
Otis Worldwide
OTIS
|
$4.64M |
| 2 |
Carrier Global
CARR
|
$3.62M |
| 3 |
D.R. Horton
DHI
|
$318K |
| 4 |
T-Mobile US
TMUS
|
$214K |
| 5 |
AbbVie
ABBV
|
$209K |
Top Sells
| 1 |
RTX Corp
RTX
|
$5.98M |
| 2 |
Apple
AAPL
|
$2.12M |
| 3 |
Amazon
AMZN
|
$1.72M |
| 4 |
Nike
NKE
|
$548K |
| 5 |
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% |