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
$1.31B
AUM Growth
-$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$1.17K

Top Sells

1 +$3.52M
2 +$1.54M
3 +$1.41M
4
ACN icon
Accenture
ACN
+$924K
5
CRM icon
Salesforce
CRM
+$813K

Sector Composition

1 Technology 35.11%
2 Consumer Discretionary 15.67%
3 Communication Services 11.31%
4 Industrials 10.57%
5 Consumer Staples 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$327K 0.03%
3,580
-303
77
$321K 0.02%
303
78
$320K 0.02%
2,114
-177
79
$292K 0.02%
1,646
80
$287K 0.02%
2,140
-186
81
$285K 0.02%
400
82
$248K 0.02%
1,410
83
$240K 0.02%
1,000
84
$234K 0.02%
19,977
-1,889