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
$993M
AUM Growth
+$2.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$7.57M
3 +$3.35M
4
PCH icon
PotlatchDeltic
PCH
+$1.35M
5
VTRS icon
Viatris
VTRS
+$1.14M

Top Sells

1 +$20.4M
2 +$9.88M
3 +$7.32M
4
NKE icon
Nike
NKE
+$6.92M
5
CRM icon
Salesforce
CRM
+$6.91M

Sector Composition

1 Technology 28.01%
2 Consumer Discretionary 16.91%
3 Communication Services 10.44%
4 Healthcare 10.31%
5 Industrials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$336K 0.03%
3,094
+127
77
$313K 0.03%
+1,343
78
$298K 0.03%
+5,034
79
$297K 0.03%
2,200
+171
80
$276K 0.03%
3,774
+297