Wilkinson Global Asset Management LLC Buys The AZEK Co Inc, FIGS Inc, Floor & Decor Holdings Inc, Sells Cummins Inc, Fiserv Inc, Activision Blizzard Inc

• New Purchases: AZEK, FIGS, FND, INFY, WM,
• Added Positions: SCHW, GOOG, STZ, DE, FB, PH, PFE, TGT, BKNG, CSCO, IDN, MRK, MDLZ, MS, ORCL, SONY,
• Reduced Positions: CMI, FISV, MSFT, AAPL, NVDA, YETI, INTU, AMZN, HDB, SHW, JPM, POOL, DIS, TJX, V, ADI, ACN, ROST, TXN, TMO, ZTS, CGNX, AMGN, EW, PGR, BL, ECL, JNJ, NEE, XOM, GLD, BRK.B, T, BABA, C, UPS,
• Sold Out: ATVI, KNSL, PM, FANG, MA, UBS,

For the details of Wilkinson Global Asset Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wilkinson+global+asset+management+llc/current-portfolio/portfolio

1. Microsoft Corp (MSFT) - 425,918 shares, 7.31% of the total portfolio. Shares reduced by 2.15%
2. Apple Inc (AAPL) - 790,114 shares, 6.80% of the total portfolio. Shares reduced by 1.47%
3. JPMorgan Chase & Co (JPM) - 573,376 shares, 5.71% of the total portfolio. Shares reduced by 1.01%
4. Accenture PLC (ACN) - 289,523 shares, 5.64% of the total portfolio. Shares reduced by 1.05%
5. TJX Companies Inc (TJX) - 1,234,336 shares, 4.96% of the total portfolio. Shares reduced by 1.1%

Wilkinson Global Asset Management LLC initiated holding in The AZEK Co Inc. The purchase prices were between $35.21 and $43.21, with an estimated average price of $39.03. The stock is now traded at around $42.950000. The impact to a portfolio due to this purchase was 0.69%. The holding were 312,405 shares as of 2021-09-30.

Wilkinson Global Asset Management LLC initiated holding in FIGS Inc. The purchase prices were between $35.24 and $46.04, with an estimated average price of $40.44. The stock is now traded at around $34.170000. The impact to a portfolio due to this purchase was 0.66%. The holding were 294,185 shares as of 2021-09-30.

Wilkinson Global Asset Management LLC initiated holding in Floor & Decor Holdings Inc. The purchase prices were between $103.95 and $130.77, with an estimated average price of $119.21. The stock is now traded at around $135.335000. The impact to a portfolio due to this purchase was 0.06%. The holding were 8,150 shares as of 2021-09-30.

Wilkinson Global Asset Management LLC initiated holding in Waste Management Inc. The purchase prices were between $141.17 and $155.85, with an estimated average price of $149.62. The stock is now traded at around $164.360000. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,550 shares as of 2021-09-30.

Wilkinson Global Asset Management LLC initiated holding in Infosys Ltd. The purchase prices were between $20.64 and $24.1, with an estimated average price of $22.6. The stock is now traded at around $23.875000. The impact to a portfolio due to this purchase was 0.01%. The holding were 10,000 shares as of 2021-09-30.

Wilkinson Global Asset Management LLC added to a holding in Constellation Brands Inc by 20.33%. The purchase prices were between $209.08 and $232.03, with an estimated average price of $218.36. The stock is now traded at around $229.960000. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,368 shares as of 2021-09-30.

Wilkinson Global Asset Management LLC added to a holding in Target Corp by 25.00%. The purchase prices were between $228.77 and $264.07, with an estimated average price of $250.36. The stock is now traded at around $264.270000. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,875 shares as of 2021-09-30.

Wilkinson Global Asset Management LLC added to a holding in Oracle Corp by 31.58%. The purchase prices were between $79.54 and $91.25, with an estimated average price of $88.25. The stock is now traded at around $95.620000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 3,421 shares as of 2021-09-30.

Wilkinson Global Asset Management LLC added to a holding in Mondelez International Inc by 24.69%. The purchase prices were between $58.18 and $65.23, with an estimated average price of $62.21. The stock is now traded at around $62.805000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 5,050 shares as of 2021-09-30.

Wilkinson Global Asset Management LLC sold out a holding in Activision Blizzard Inc. The sale prices were between $72.81 and $94.4, with an estimated average price of $83.7.

Wilkinson Global Asset Management LLC sold out a holding in Kinsale Capital Group Inc. The sale prices were between $160.85 and $185.22, with an estimated average price of $173.54.

Wilkinson Global Asset Management LLC sold out a holding in Philip Morris International Inc. The sale prices were between $94.79 and $106.1, with an estimated average price of $100.67.

Wilkinson Global Asset Management LLC sold out a holding in Diamondback Energy Inc. The sale prices were between $67.88 and $99.6, with an estimated average price of $80.54.

Wilkinson Global Asset Management LLC sold out a holding in Mastercard Inc. The sale prices were between $337.38 and $393.26, with an estimated average price of $363.45.

Wilkinson Global Asset Management LLC sold out a holding in UBS Group AG. The sale prices were between $14.54 and $17.12, with an estimated average price of $16.19.