WCM

Windward Capital Management Portfolio holdings

AUM $1.26B
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$194K
2
+$44.8K
3
+$22.3K
4
VZ icon
Verizon
VZ
+$17.4K
5
PFE icon
Pfizer
PFE
+$13.7K

Top Sells

1
+$40.3M
2
+$5.13M
3
+$2.06M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.99M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.88M

Sector Composition

1 Technology 31.47%
2 Consumer Discretionary 15.13%
3 Industrials 11.44%
4 Communication Services 10.59%
5 Consumer Staples 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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79
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80
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81
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82
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83
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-1,154
84
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-1,100
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4