WC

WINDWARD CAPITAL MANAGEMENT CO /CA

13F
WINDWARD CAPITAL MANAGEMENT CO /CA
Last update 2025-05-13 71 Stocks (0 new)
Value $1.16 Bil Turnover 0 %
Countries:
Top Holdings: AAPL(16.02%)AMZN(6.47%)COST(5.70%)CRM(4.44%)FI(3.93%)
Summary Stock Picks Current Portfolio
WINDWARD CAPITAL MANAGEMENT CO... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
836,148
185,733.7
-17.23%
16.020
-3.33%
0.010
+3.15%
-16.49%
3,115,912.0
Hardware
AMZN
Amazon.com Inc
394,512
75,059.9
-5.66%
6.470
-0.40%
0.000
+23.92%
+2.87%
2,396,004.6
Retail - Cyclical
COST
Costco Wholesale Corp
69,831
66,045.3
-2.94%
5.700
-0.15%
0.020
+0.29%
+7.31%
435,011.1
Retail - Defensive
CRM
Salesforce Inc
191,977
51,518.7
-1.77%
4.440
-0.09%
0.020
+2.18%
-22.08%
248,254.1
Software
FI
Fiserv Inc
206,106
45,514.4
-1.61%
3.930
-0.05%
0.040
-21.32%
-18.70%
92,590.4
Software
GOOG
Alphabet Inc
288,537
45,078.2
-3.44%
3.890
-0.15%
0.000
+13.35%
-3.78%
2,210,009.2
Interactive Media
GOOGL
Alphabet Inc
287,759
44,499.0
-3.68%
3.840
-0.16%
0.000
+14.28%
-3.86%
2,210,009.2
Interactive Media
LIN
Linde PLC
88,130
41,037.0
-1.15%
3.540
-0.03%
0.020
+5.44%
+12.70%
220,666.2
Chemicals
ACN
Accenture PLC
124,524
38,856.5
-1.88%
3.350
-0.06%
0.020
-2.90%
-19.27%
174,392.5
Software
BLK
BlackRock Inc
39,198
37,100.1
-1.03%
3.200
-0.03%
0.030
+25.55%
+9.59%
172,194.3
Asset Management

WINDWARD CAPITAL MANAGEMENT CO /CA's Historical Top Holdings Breakdowns

WINDWARD CAPITAL MANAGEMENT CO /CA's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-3.33%
●
209.68 ($231.67) 247.1
$208.62
-9.95%
Reduce -17.23%
836,148
-174,032
AMZN
Amazon.com Inc
2025-03-31
Reduce
Reduce
-0.40%
●
190.26 ($217) 242.06
$225.69
4.00%
Reduce -5.66%
394,512
-23,657
GOOGL
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.16%
●
154.33 ($181.36) 206.38
$181.56
0.11%
Reduce -3.68%
287,759
-10,985
GOOG
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.15%
●
156.06 ($183.12) 207.71
$182.81
-0.17%
Reduce -3.44%
288,537
-10,286
COST
Costco Wholesale Corp
2025-03-31
Reduce
Reduce
-0.15%
●
890.62 ($974.97) 1076.86
$980.91
0.61%
Reduce -2.94%
69,831
-2,117
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Sold Out
Sold Out
-0.10%
●
551.42 ($587.78) 612.93
$624.81
6.30%
Sold Out
0
-2,330
NVDA
NVIDIA Corp
2025-03-31
Sold Out
Sold Out
-0.10%
●
106.98 ($126.74) 149.43
$164.07
29.45%
Sold Out
0
-9,530
QQQ
INVESCO QQQ Trust
2025-03-31
Sold Out
Sold Out
-0.10%
●
468.34 ($508.07) 539.52
$556.21
9.48%
Sold Out
0
-2,658
CRM
Salesforce Inc
2025-03-31
Reduce
Reduce
-0.09%
●
268.36 ($311.03) 359.95
$259.68
-16.51%
Reduce -1.77%
191,977
-3,459
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.08%
●
375.39 ($407.71) 447.2
$503.02
23.38%
Reduce -8.26%
28,360
-2,553

WINDWARD CAPITAL MANAGEMENT CO /CA Total Holding History ($B)

To

WINDWARD CAPITAL MANAGEMENT CO /CA's Asset Allocation

To

WINDWARD CAPITAL MANAGEMENT CO /CA Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WINDWARD CAPITAL MANAGEMENT CO /CA's Hypothetical Growth since 2025-03-31

WINDWARD CAPITAL MANAGEMENT CO /CA's Yearly Returns

Year Portfolio % % Excess Gain %

WINDWARD CAPITAL MANAGEMENT CO /CA's Holdings Heat Map

Size field:

WINDWARD CAPITAL MANAGEMENT CO /CA's Holdings Bubble Chart

WINDWARD CAPITAL MANAGEMENT CO /CA News

  • 1

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