WINDWARD CAPITAL MANAGEMENT CO /CA Diversified Active

CIK: 0001078635 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 20, 2016

Total Value ($000): $513,217 (100.0% shares, 0.0% debt)

Holdings (94)

CVS CVS HEALTH CORPORATION 7.6%
Value ($000) $39,053 Shares 376,489 Est. Cost $53.31 Unrealized +35.8%
AAPL APPLE INC 6.9%
Value ($000) $35,665 Shares 327,234 Est. Cost $20.43 Unrealized +10.4%
AMZN AMAZON.COM INC 6.4%
Value ($000) $32,953 Shares 55,510 Est. Cost $17.56 Unrealized +61.6%
NKE NIKE INC CLASS B 4.9%
Value ($000) $25,016 Shares 406,958 Est. Cost $46.59 Unrealized +14.2%
CRM SALESFORCE COM INC 3.8%
Value ($000) $19,659 Shares 266,281 Est. Cost $53.16 Unrealized +28.0%
ACCENTURE PLC CLS A 3.4%
Value ($000) $17,564 Shares 152,203 Est. Cost $88.84 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 3.1%
Value ($000) $15,941 Shares 33,847 Est. Cost $10.41 Unrealized -8.6%
PFE PFIZER INC 3.1%
Value ($000) $15,807 Shares 533,292 Est. Cost $17.89 Unrealized +4.4%
ALPHABET INC CAP STK CLA 3.0%
Value ($000) $15,436 Shares 20,233 Est. Cost $778.01 Unrealized
BLACKROCK INC 3.0%
Value ($000) $15,156 Shares 44,503 Est. Cost $358.01 Unrealized
PRAXAIR INC 2.9%
Value ($000) $14,966 Shares 130,762 Est. Cost $122.43 Unrealized
COSTCO WHOLESALE CORP-NEW 2.9%
Value ($000) $14,913 Shares 94,640 Est. Cost $131.31 Unrealized
CNI CANADIAN NATL RY CO COM 2.8%
Value ($000) $14,596 Shares 233,673 Est. Cost $45.84 Unrealized +1.9%
ALPHABET INC CAP STK CLC 2.8%
Value ($000) $14,525 Shares 19,498 Est. Cost $758.88 Unrealized
PM PHILIP MORRIS INTL INC 2.8%
Value ($000) $14,427 Shares 147,048 Est. Cost $50.22 Unrealized +11.3%
FISV FISERV INC 2.8%
Value ($000) $14,147 Shares 137,914 Est. Cost $34.87 Unrealized +36.0%
ORACLE CORPORATION 2.5%
Value ($000) $13,086 Shares 319,881 Est. Cost $41.38 Unrealized
DOW CHEMICAL CO 2.5%
Value ($000) $12,700 Shares 249,699 Est. Cost $40.45 Unrealized
PEP PEPSICO INC 2.5%
Value ($000) $12,653 Shares 123,466 Est. Cost $63.05 Unrealized +16.2%
PG PROCTER & GAMBLE CO 2.2%
Value ($000) $11,085 Shares 134,673 Est. Cost $57.20 Unrealized +7.8%
UNITED TECHNOLOGIES CORP 2.0%
Value ($000) $10,398 Shares 103,877 Est. Cost $97.27 Unrealized
MAR MARRIOTT INTERNATIONAL CLASS A 2.0%
Value ($000) $10,136 Shares 142,409 Est. Cost $57.91 Unrealized +2.8%
COMCAST CORP CL A 1.9%
Value ($000) $9,895 Shares 161,999 Est. Cost $50.67 Unrealized
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $9,360 Shares 86,507 Est. Cost $69.37 Unrealized +13.6%
TIME WARNER INC 1.7%
Value ($000) $8,972 Shares 123,665 Est. Cost $65.85 Unrealized
SBUX STARBUCKS CORP 1.6%
Value ($000) $7,972 Shares 133,548 Est. Cost $38.36 Unrealized +23.6%
TJX TJX COMPANIES INC NEW 1.1%
Value ($000) $5,440 Shares 69,431 Est. Cost $28.41 Unrealized +11.2%
DIS WALT DISNEY CO 1.0%
Value ($000) $5,376 Shares 54,125 Est. Cost $84.69 Unrealized +5.1%
ZOETIS INC CL A 1.0%
Value ($000) $5,205 Shares 117,401 Est. Cost $44.28 Unrealized
L BRANDS INC 1.0%
Value ($000) $5,136 Shares 58,488 Est. Cost $89.05 Unrealized
AIG AMERICAN INTL GROUP INC 1.0%
Value ($000) $4,967 Shares 91,901 Est. Cost $37.78 Unrealized +11.4%
CONTINENTAL RESOURCES INC 1.0%
Value ($000) $4,888 Shares 160,997 Est. Cost $58.73 Unrealized
CMI CUMMINS INC 0.9%
Value ($000) $4,819 Shares 43,833 Est. Cost $84.41 Unrealized -12.1%
PAYPAL HLDGS INC COM 0.9%
Value ($000) $4,796 Shares 124,230 Est. Cost $32.59 Unrealized
SPDR GOLD TRUST SHARE 0.9%
Value ($000) $4,505 Shares 38,299 Est. Cost $113.09 Unrealized
NSRGY NESTLE SA-SPONSORED ADR REPSTG 0.8%
Value ($000) $4,088 Shares 54,489 Est. Cost $69.43 Unrealized
EBAY EBAY INC COM 0.8%
Value ($000) $4,085 Shares 171,228 Est. Cost $22.98 Unrealized -5.8%
AMGN AMGEN INC 0.8%
Value ($000) $4,066 Shares 27,118 Est. Cost $114.11 Unrealized -2.9%
ILMN ILLUMINA INC 0.8%
Value ($000) $3,868 Shares 23,859 Est. Cost $172.70 Unrealized -11.5%
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $3,697 Shares 40,242 Est. Cost $71.95 Unrealized -11.8%
FMX FOMENTO ECONOMICO MEXICANO SAB 0.6%
Value ($000) $3,171 Shares 32,927 Est. Cost $99.04 Unrealized
ANHEUSER-BUSCH INBEV SA SPONSO 0.2%
Value ($000) $1,207 Shares 9,679 Est. Cost $110.80 Unrealized
WHITEWAVE FOODS CO 0.2%
Value ($000) $1,086 Shares 26,712 Est. Cost $23.99 Unrealized
ALLERGAN PLC 0.2%
Value ($000) $1,058 Shares 3,946 Est. Cost $303.43 Unrealized
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $992 Shares 15,534 Est. Cost $34.72 Unrealized +29.0%
ROP ROPER TECHNOLOGIES NEW 0.1%
Value ($000) $752 Shares 4,115 Est. Cost $117.50 Unrealized +38.1%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $736 Shares 9,251 Est. Cost $68.13 Unrealized -9.0%
LINKEDIN CORP COM CL A 0.1%
Value ($000) $628 Shares 5,493 Est. Cost $226.89 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $483 Shares 3,620 Est. Cost $75.41 Unrealized +30.4%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $458 Shares 2,067 Est. Cost $145.81 Unrealized +13.3%
VERIZON COMMUNICATIONS 0.1%
Value ($000) $373 Shares 6,891 Est. Cost $46.86 Unrealized
PROSHARES TR PROSHARES ULTRA 2 0.1%
Value ($000) $354 Shares 4,075 Est. Cost $79.71 Unrealized
STERICYCLE INC COM 0.1%
Value ($000) $353 Shares 2,795 Est. Cost $110.48 Unrealized
EXPRESS SCRIPTS HOLDING COMPAN 0.1%
Value ($000) $348 Shares 5,069 Est. Cost $61.67 Unrealized
ARM HOLDINGS PLC SPONSORED ADR 0.1%
Value ($000) $346 Shares 7,925 Est. Cost $38.23 Unrealized
MORGAN STANLEY SHRT EUR ETN20 0.1%
Value ($000) $340 Shares 6,300 Est. Cost $48.93 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $339 Shares 2,353 Est. Cost $69.27 Unrealized +36.7%
YUM YUM BRANDS INC 0.1%
Value ($000) $331 Shares 4,049 Est. Cost $38.97 Unrealized +12.4%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $327 Shares 3,611 Est. Cost $11.47 Unrealized +28.4%
HSY HERSHEY COMPANY (THE) 0.1%
Value ($000) $313 Shares 3,400 Est. Cost $67.22 Unrealized +4.9%
VMWARE INC CL A COM 0.1%
Value ($000) $298 Shares 5,700 Est. Cost $67.56 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $280 Shares 1,715 Est. Cost $23.06 Unrealized +6.6%
MEAD JOHNSON NUTRITION COMPANY 0.1%
Value ($000) $268 Shares 3,153 Est. Cost $79.28 Unrealized
WY WEYERHAEUSER CO COM 0.1%
Value ($000) $268 Shares 8,664 Est. Cost $18.15 Unrealized 0.0%
CONCHO RES INC 0.1%
Value ($000) $264 Shares 2,616 Est. Cost $128.09 Unrealized
CVX CHEVRON CORPORATION 0.0%
Value ($000) $252 Shares 2,640 Est. Cost $57.42 Unrealized 0.0%
DOMINION RESOURCES, INC 0.0%
Value ($000) $251 Shares 3,340 Est. Cost $75.15 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $250 Shares 4,594 Est. Cost $37.38 Unrealized 0.0%
CME GROUP INC 0.0%
Value ($000) $250 Shares 2,601 Est. Cost $96.12 Unrealized
NORDSTROM INC 0.0%
Value ($000) $249 Shares 4,356 Est. Cost $57.16 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $248 Shares 4,497 Est. Cost $45.93 Unrealized +0.3%
INTC INTEL CORP 0.0%
Value ($000) $247 Shares 7,631 Est. Cost $26.30 Unrealized -7.3%
GENERAL ELECTRIC CO 0.0%
Value ($000) $247 Shares 7,778 Est. Cost $31.76 Unrealized
WELLTOWER INC 0.0%
Value ($000) $247 Shares 3,556 Est. Cost $69.46 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $246 Shares 4,764 Est. Cost $32.22 Unrealized 0.0%
MAT MATTEL INC COM 0.0%
Value ($000) $244 Shares 7,254 Est. Cost $30.38 Unrealized 0.0%
NVR INC COM 0.0%
Value ($000) $243 Shares 140 Est. Cost $1528.57 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $243 Shares 2,707 Est. Cost $67.69 Unrealized 0.0%
ITV PLC UNSPONSORED ADR 0.0%
Value ($000) $243 Shares 7,016 Est. Cost $30.45 Unrealized
WASTE MANAGEMENT INC DEL 0.0%
Value ($000) $242 Shares 4,098 Est. Cost $53.74 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRA 0.0%
Value ($000) $240 Shares 2,018 Est. Cost $118.93 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $239 Shares 3,041 Est. Cost $47.85 Unrealized +1.0%
METLIFE INC 0.0%
Value ($000) $238 Shares 5,418 Est. Cost $43.93 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $238 Shares 3,001 Est. Cost $72.37 Unrealized -9.6%
EMB ISHARES J P MORGAN USD EMERGIN 0.0%
Value ($000) $237 Shares 2,146 Est. Cost $110.44 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $237 Shares 1,764 Est. Cost $85.43 Unrealized +8.6%
TIME INC NEW COM 0.0%
Value ($000) $236 Shares 15,228 Est. Cost $21.83 Unrealized
SEAGATE TECHNOLOGY SHS 0.0%
Value ($000) $235 Shares 6,812 Est. Cost $34.50 Unrealized
DU PONT E I DE NEMOURS& CO 0.0%
Value ($000) $235 Shares 3,709 Est. Cost $63.36 Unrealized
AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $234 Shares 5,878 Est. Cost $42.81 Unrealized
BOFI HOLDINGS INC 0.0%
Value ($000) $214 Shares 10,038 Est. Cost $43.82 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $213 Shares 2,772 Est. Cost $66.30 Unrealized 0.0%
POWERSHARES DB U S DLR INDEX 0.0%
Value ($000) $207 Shares 8,425 Est. Cost $25.04 Unrealized
RITE AID CORP 0.0%
Value ($000) $122 Shares 15,000 Est. Cost $7.91 Unrealized