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
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$4.6M
3 +$4.04M
4
AAPL icon
Apple
AAPL
+$3.65M
5
ETN icon
Eaton
ETN
+$3.28M

Top Sells

1 +$7.13M
2 +$7.04M
3 +$3.36M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.33M
5
D icon
Dominion Energy
D
+$2.85M

Sector Composition

1 Technology 33.51%
2 Consumer Discretionary 14.37%
3 Industrials 11.84%
4 Communication Services 9.19%
5 Consumer Staples 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-46,562
77
-18,997
78
-52,524
79
-100,178
80
-40,125