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
$1.12B
AUM Growth
-$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$7.42M
2 +$552K
3 +$77.8K
4
T icon
AT&T
T
+$31.4K

Top Sells

1 +$37.6M
2 +$183K
3 +$158K
4
NEE icon
NextEra Energy
NEE
+$150K
5
COST icon
Costco
COST
+$118K

Sector Composition

1 Technology 32.39%
2 Consumer Discretionary 14.39%
3 Communication Services 11.6%
4 Industrials 10.8%
5 Healthcare 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$265K 0.02%
2,062
-14
77
-41,027