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
$1B
AUM Growth
+$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$9.02M
2 +$4.6M
3 +$4.19M
4
TER icon
Teradyne
TER
+$3.27M
5
PCH icon
PotlatchDeltic
PCH
+$1.32M

Top Sells

1 +$14.9M
2 +$11.2M
3 +$1.71M
4
VTRS icon
Viatris
VTRS
+$1.14M
5
AAPL icon
Apple
AAPL
+$799K

Sector Composition

1 Technology 27.27%
2 Consumer Discretionary 16.37%
3 Communication Services 11.85%
4 Industrials 11.11%
5 Healthcare 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$280K 0.03%
3,533
-241
77
$257K 0.03%
2,051
-149
78
$248K 0.02%
4,626
-408
79
$207K 0.02%
+2,062
80
-24,384
81
-60,630