Windward Capital Management Co Buys Teradyne Inc, Thermo Fisher Scientific Inc, Union Pacific Corp, Sells Philip Morris International Inc, AT&T Inc, Dow Inc

• New Purchases: TER, PCH, VIA, TWTR, PANW, BABA,
• Added Positions: TMO, UNP, A, ADBE, APD, DHI, KEYS, ROP, ROST, TMUS, TSCO, WAB, YUM,
• Reduced Positions: AAPL, AMZN, CRM, PM, NKE, ACN, T, COST, DOW, GOOGL, GOOG, FISV, CNI, BLK, CVS, PYPL, ZTS, PFE, LIN, JNJ, NEE, DIS, PEP, CME, CMCSA, MAR, TJX, PG, SBUX, ILMN, JPM, RTX, AMGN, CARR, OTIS, CTVA, LMT, DD,

For the details of WINDWARD CAPITAL MANAGEMENT CO 's stock buys and sells, go to https://www.gurufocus.com/guru/windward+capital+management+co+/current-portfolio/portfolio

1. Apple Inc (AAPL) - 1,039,692 shares, 13.90% of the total portfolio. Shares reduced by 12.87%
2. Amazon.com Inc (AMZN) - 21,749 shares, 7.14% of the total portfolio. Shares reduced by 12.24%
3. Salesforce.com Inc (CRM) - 208,875 shares, 4.68% of the total portfolio. Shares reduced by 12.95%
4. Nike Inc (NKE) - 323,548 shares, 4.61% of the total portfolio. Shares reduced by 13.13%
5. Accenture PLC (ACN) - 135,701 shares, 3.57% of the total portfolio. Shares reduced by 12.76%

Windward Capital Management Co initiated holding in Teradyne Inc. The purchase prices were between $78.62 and $120.59, with an estimated average price of $102.83. The stock is now traded at around $138.610000. The impact to a portfolio due to this purchase was 1.03%. The holding were 84,994 shares as of 2020-12-31.

Windward Capital Management Co initiated holding in PotlatchDeltic Corp. The purchase prices were between $41.55 and $51.15, with an estimated average price of $46.11. The stock is now traded at around $51.630000. The impact to a portfolio due to this purchase was 0.14%. The holding were 26,942 shares as of 2020-12-31.

Windward Capital Management Co initiated holding in Viatris Inc. The purchase prices were between $11.99 and $14.7, with an estimated average price of $13.48. The stock is now traded at around $14.500000. The impact to a portfolio due to this purchase was 0.11%. The holding were 60,630 shares as of 2020-12-31.

Windward Capital Management Co initiated holding in Twitter Inc. The purchase prices were between $39.47 and $55.87, with an estimated average price of $47.82. The stock is now traded at around $47.600000. The impact to a portfolio due to this purchase was 0.05%. The holding were 8,711 shares as of 2020-12-31.

Windward Capital Management Co initiated holding in Palo Alto Networks Inc. The purchase prices were between $221.19 and $372.06, with an estimated average price of $282.37. The stock is now traded at around $370.550000. The impact to a portfolio due to this purchase was 0.03%. The holding were 839 shares as of 2020-12-31.

Windward Capital Management Co initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $222 and $317.14, with an estimated average price of $276.59. The stock is now traded at around $265.490000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,343 shares as of 2020-12-31.

Windward Capital Management Co added to a holding in Thermo Fisher Scientific Inc by 1475.32%. The purchase prices were between $435.06 and $527.66, with an estimated average price of $468.87. The stock is now traded at around $515.840000. The impact to a portfolio due to this purchase was 0.76%. The holding were 17,360 shares as of 2020-12-31.

Windward Capital Management Co added to a holding in Union Pacific Corp by 481.62%. The purchase prices were between $173.37 and $209.85, with an estimated average price of $199.98. The stock is now traded at around $218.180000. The impact to a portfolio due to this purchase was 0.34%. The holding were 19,432 shares as of 2020-12-31.

Windward Capital Management Co added to a holding in Agilent Technologies Inc by 35.66%. The purchase prices were between $100.01 and $119.3, with an estimated average price of $110.94. The stock is now traded at around $128.110000. The impact to a portfolio due to this purchase was 0.02%. The holding were 5,824 shares as of 2020-12-31.