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
$884M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$257K
2 +$79.7K
3 +$72.3K
4
AMZN icon
Amazon
AMZN
+$59.7K
5
PG icon
Procter & Gamble
PG
+$53.9K

Top Sells

1 +$2.99K
2 +$2.88K
3 +$2.31K
4
DHI icon
D.R. Horton
DHI
+$2.02K
5
PANW icon
Palo Alto Networks
PANW
+$1.8K

Sector Composition

1 Technology 29.18%
2 Consumer Discretionary 13.47%
3 Industrials 11.43%
4 Communication Services 10.19%
5 Healthcare 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$260K 0.03%
515
-2
77
$245K 0.03%
2,907
-11