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
$922M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$658K
2 +$368K
3 +$190K
4
NKE icon
Nike
NKE
+$188K
5
ACN icon
Accenture
ACN
+$183K

Sector Composition

1 Technology 27.3%
2 Consumer Discretionary 13.46%
3 Industrials 13.18%
4 Healthcare 9.95%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$271K 0.03%
511
-4
77
-8,391