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
$1.08B
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$213K
2 +$73.8K
3 +$71.7K
4
CMI icon
Cummins
CMI
+$53K
5
JPM icon
JPMorgan Chase
JPM
+$52.9K

Top Sells

1 +$2.91M
2 +$1.24M
3 +$384K
4
BABA icon
Alibaba
BABA
+$289K
5
COST icon
Costco
COST
+$279K

Sector Composition

1 Technology 28.45%
2 Consumer Discretionary 15.5%
3 Communication Services 12.39%
4 Industrials 10.15%
5 Healthcare 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$265K 0.02%
2,076
77
$264K 0.02%
2,092
-3
78
$205K 0.02%
524
-1
79
-1,274
80
-55,161
81
-3,039