WINDWARD CAPITAL MANAGEMENT CO /CA Diversified Active

CIK: 0001078635 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 13, 2020

Total Value ($000): $989,967 (100.0% shares, 0.0% debt)

Holdings (75)

AAPL APPLE INC 14.0%
Value ($000) $138,189 Shares 1,193,232 Est. Cost $84.44 Unrealized +25.5%
AMZN AMAZON.COM INC 7.9%
Value ($000) $78,035 Shares 24,783 Est. Cost $17.56 Unrealized +797.6%
SALESFORCE COM 6.1%
Value ($000) $60,302 Shares 239,944 Est. Cost $158.37 Unrealized
NKE NIKE INC CLASS B 4.7%
Value ($000) $46,755 Shares 372,433 Est. Cost $46.59 Unrealized +113.9%
ACCENTURE PLC F CLASS A 3.6%
Value ($000) $35,153 Shares 155,551 Est. Cost $93.18 Unrealized
NEXTERA ENERGY INC 3.4%
Value ($000) $34,019 Shares 122,567 Est. Cost $192.15 Unrealized
COSTCO WHOLESALE CO 3.2%
Value ($000) $31,554 Shares 88,886 Est. Cost $132.10 Unrealized
ZOETIS INC CLASS A 2.8%
Value ($000) $28,095 Shares 169,888 Est. Cost $68.07 Unrealized
ALPHABET INC. CLASS C 2.7%
Value ($000) $26,942 Shares 18,333 Est. Cost $759.87 Unrealized
ALPHABET INC. CLASS A 2.7%
Value ($000) $26,840 Shares 18,313 Est. Cost $778.01 Unrealized
FISV FISERV INC 2.7%
Value ($000) $26,261 Shares 254,836 Est. Cost $52.60 Unrealized +89.4%
BLACKROCK INC 2.6%
Value ($000) $26,224 Shares 46,533 Est. Cost $365.03 Unrealized
CNI CANADIAN NATL RAILWY F 2.4%
Value ($000) $23,526 Shares 220,981 Est. Cost $46.10 Unrealized +96.7%
PAYPAL HOLDINGS INCORPOR 2.3%
Value ($000) $22,692 Shares 115,168 Est. Cost $32.59 Unrealized
LMT LOCKHEED MARTIN CORP 2.3%
Value ($000) $22,512 Shares 58,735 Est. Cost $220.86 Unrealized +49.0%
LINDE PLC F 2.2%
Value ($000) $22,236 Shares 93,380 Est. Cost $158.51 Unrealized
DIS WALT DISNEY CO 2.1%
Value ($000) $20,911 Shares 168,531 Est. Cost $97.07 Unrealized +25.8%
PG PROCTER & GAMBLE 2.1%
Value ($000) $20,861 Shares 150,093 Est. Cost $61.26 Unrealized +89.9%
PFE PFIZER INC 2.1%
Value ($000) $20,575 Shares 560,626 Est. Cost $18.65 Unrealized +45.4%
CVS CVS HEALTH CORP 2.1%
Value ($000) $20,373 Shares 348,847 Est. Cost $53.31 Unrealized -1.8%
PEP PEPSICO INC 1.9%
Value ($000) $18,516 Shares 133,594 Est. Cost $67.35 Unrealized +71.0%
CME GROUP INC CLASS A 1.7%
Value ($000) $16,630 Shares 99,399 Est. Cost $121.92 Unrealized
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $15,170 Shares 101,897 Est. Cost $76.50 Unrealized +66.0%
COMCAST CORP CLASS A 1.4%
Value ($000) $13,727 Shares 296,724 Est. Cost $44.16 Unrealized
TJX TJX COMPANIES INC 1.3%
Value ($000) $13,186 Shares 236,960 Est. Cost $41.22 Unrealized +21.4%
MAR MARRIOTT INTL INC CLASS A 1.3%
Value ($000) $12,417 Shares 134,127 Est. Cost $58.31 Unrealized +56.0%
CMI CUMMINS INC 1.2%
Value ($000) $12,080 Shares 57,208 Est. Cost $92.71 Unrealized +88.6%
SBUX STARBUCKS CORP 1.0%
Value ($000) $9,837 Shares 114,489 Est. Cost $38.36 Unrealized +84.5%
RAYTHEON TECHNOLOGIES CO 1.0%
Value ($000) $9,536 Shares 165,723 Est. Cost $61.62 Unrealized
PM PHILIP MORRIS INTL 0.9%
Value ($000) $8,997 Shares 119,974 Est. Cost $52.98 Unrealized +11.1%
A T & T INC 0.7%
Value ($000) $7,169 Shares 251,454 Est. Cost $32.96 Unrealized
ILMN ILLUMINA INC 0.7%
Value ($000) $6,774 Shares 21,919 Est. Cost $170.46 Unrealized +102.1%
AMGN AMGEN INC. 0.7%
Value ($000) $6,442 Shares 25,346 Est. Cost $114.75 Unrealized +82.6%
MSFT MICROSOFT CORP 0.6%
Value ($000) $6,287 Shares 29,891 Est. Cost $86.12 Unrealized +133.1%
JPMORGAN CHASE & CO 0.6%
Value ($000) $5,906 Shares 61,347 Est. Cost $86.31 Unrealized
DOW DOW INC 0.5%
Value ($000) $5,076 Shares 107,881 Est. Cost $36.28 Unrealized -7.7%
OTIS WORLDWIDE CORP 0.5%
Value ($000) $5,054 Shares 80,970 Est. Cost $56.87 Unrealized
BA BOEING CO 0.5%
Value ($000) $4,974 Shares 30,100 Est. Cost $258.80 Unrealized -34.1%
CARRIER GLOBAL CORP 0.5%
Value ($000) $4,955 Shares 162,227 Est. Cost $22.22 Unrealized
DUPONT DE NEMOURS INC 0.5%
Value ($000) $4,606 Shares 83,020 Est. Cost $74.59 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $3,872 Shares 13,943 Est. Cost $141.92 Unrealized +67.5%
WMT WALMART INC 0.4%
Value ($000) $3,843 Shares 27,465 Est. Cost $28.30 Unrealized +46.0%
VERIZON COMMUNICATN 0.4%
Value ($000) $3,799 Shares 63,856 Est. Cost $52.90 Unrealized
NSRGY NESTLE S A F SPONSORED ADR 1 A 0.4%
Value ($000) $3,766 Shares 31,647 Est. Cost $86.93 Unrealized
DE DEERE & CO 0.4%
Value ($000) $3,623 Shares 16,348 Est. Cost $115.87 Unrealized +55.2%
DOMINION ENERGY INC 0.4%
Value ($000) $3,619 Shares 45,846 Est. Cost $76.57 Unrealized
DUKE ENERGY CORP 0.4%
Value ($000) $3,598 Shares 40,632 Est. Cost $81.79 Unrealized
WASTE MANAGEMENT INC 0.4%
Value ($000) $3,547 Shares 31,341 Est. Cost $86.28 Unrealized
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $3,513 Shares 23,791 Est. Cost $93.39 Unrealized +32.2%
ADP AUTO DATA PROCESSING 0.3%
Value ($000) $3,315 Shares 23,767 Est. Cost $102.96 Unrealized +21.4%
INTC INTEL CORP 0.3%
Value ($000) $3,173 Shares 61,279 Est. Cost $37.74 Unrealized +23.3%
WY WEYERHAEUSER CO REIT 0.3%
Value ($000) $2,999 Shares 105,137 Est. Cost $22.43 Unrealized -0.5%
SEAGATE TECHNOLOGY F 0.3%
Value ($000) $2,949 Shares 59,852 Est. Cost $49.99 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.3%
Value ($000) $2,745 Shares 45,526 Est. Cost $42.63 Unrealized +14.0%
WELLTOWER INC REIT 0.3%
Value ($000) $2,687 Shares 48,776 Est. Cost $69.40 Unrealized
CORTEVA INC 0.3%
Value ($000) $2,618 Shares 90,880 Est. Cost $29.53 Unrealized
LVS LAS VEGAS SANDS CORP 0.3%
Value ($000) $2,570 Shares 55,081 Est. Cost $57.02 Unrealized -20.0%
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $2,513 Shares 38,332 Est. Cost $52.87 Unrealized +11.2%
IBM IBM CORP 0.2%
Value ($000) $2,385 Shares 19,599 Est. Cost $103.92 Unrealized -9.7%
LYONDELLBASELL INDS F CLASS A 0.2%
Value ($000) $1,596 Shares 22,641 Est. Cost $88.05 Unrealized
ANHEUSER BUSCH INBEV S F SPONS 0.1%
Value ($000) $1,317 Shares 24,450 Est. Cost $104.87 Unrealized
ROP ROPER TECHNOLOGIES 0.1%
Value ($000) $779 Shares 1,972 Est. Cost $129.91 Unrealized +210.0%
ADOBE INC 0.1%
Value ($000) $706 Shares 1,440 Est. Cost $151.42 Unrealized
NORDSTROM INC 0.1%
Value ($000) $660 Shares 55,376 Est. Cost $45.97 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $658 Shares 3,341 Est. Cost $71.29 Unrealized +131.3%
APD AIR PROD & CHEMICALS 0.1%
Value ($000) $511 Shares 1,715 Est. Cost $75.07 Unrealized +235.3%
KEYSIGHT TECH INC 0.0%
Value ($000) $492 Shares 4,984 Est. Cost $87.21 Unrealized
TMO THERMO FISHER SCNTFC 0.0%
Value ($000) $487 Shares 1,102 Est. Cost $225.62 Unrealized +80.6%
AGILENT TECHNOLOGIES 0.0%
Value ($000) $433 Shares 4,293 Est. Cost $45.17 Unrealized
D R HORTON CO 0.0%
Value ($000) $429 Shares 5,677 Est. Cost $55.37 Unrealized
TSCO TRACTOR SUPPLY COMP 0.0%
Value ($000) $379 Shares 2,647 Est. Cost $11.33 Unrealized +132.7%
ROST ROSS STORES INC 0.0%
Value ($000) $274 Shares 2,934 Est. Cost $70.22 Unrealized +20.9%
YUM YUM BRANDS INC 0.0%
Value ($000) $271 Shares 2,967 Est. Cost $41.79 Unrealized +99.5%
TMUS T-MOBILE US INC 0.0%
Value ($000) $232 Shares 2,029 Est. Cost $92.61 Unrealized +15.6%
WAB WABTEC 0.0%
Value ($000) $215 Shares 3,477 Est. Cost $54.81 Unrealized +13.5%