WINDWARD CAPITAL MANAGEMENT CO /CA Diversified Active

CIK: 0001078635 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 21, 2021

Total Value ($000): $992,646 (100.0% shares, 0.0% debt)

Holdings (81)

AAPL APPLE INC 13.9%
Value ($000) $137,957 Shares 1,039,692 Est. Cost $84.44 Unrealized +38.6%
AMZN AMAZON.COM INC 7.1%
Value ($000) $70,835 Shares 21,749 Est. Cost $17.56 Unrealized +808.5%
SALESFORCE COM 4.7%
Value ($000) $46,481 Shares 208,875 Est. Cost $158.37 Unrealized
NKE NIKE INC CLASS B 4.6%
Value ($000) $45,772 Shares 323,548 Est. Cost $46.59 Unrealized +164.5%
ACCENTURE PLC F CLASS A 3.6%
Value ($000) $35,446 Shares 135,701 Est. Cost $93.18 Unrealized
NEXTERA ENERGY INC 3.6%
Value ($000) $35,322 Shares 457,840 Est. Cost $107.94 Unrealized
BLACKROCK INC 3.0%
Value ($000) $29,768 Shares 41,256 Est. Cost $365.03 Unrealized
COSTCO WHOLESALE CO 2.9%
Value ($000) $28,826 Shares 76,507 Est. Cost $132.10 Unrealized
ALPHABET INC. CLASS C 2.8%
Value ($000) $27,630 Shares 15,772 Est. Cost $759.87 Unrealized
ALPHABET INC. CLASS A 2.8%
Value ($000) $27,616 Shares 15,757 Est. Cost $778.01 Unrealized
DIS WALT DISNEY CO 2.8%
Value ($000) $27,466 Shares 151,593 Est. Cost $97.07 Unrealized +44.5%
ZOETIS INC CLASS A 2.6%
Value ($000) $25,339 Shares 153,105 Est. Cost $68.07 Unrealized
FISV FISERV INC 2.5%
Value ($000) $25,268 Shares 221,916 Est. Cost $52.60 Unrealized +104.9%
PAYPAL HOLDINGS INCORPOR 2.4%
Value ($000) $23,639 Shares 100,932 Est. Cost $32.59 Unrealized
LINDE PLC F 2.2%
Value ($000) $21,948 Shares 83,291 Est. Cost $158.51 Unrealized
CNI CANADIAN NATL RAILWY F 2.1%
Value ($000) $20,965 Shares 190,853 Est. Cost $46.10 Unrealized +112.5%
LMT LOCKHEED MARTIN CORP 2.1%
Value ($000) $20,567 Shares 57,936 Est. Cost $220.86 Unrealized +44.4%
CVS CVS HEALTH CORP 2.1%
Value ($000) $20,525 Shares 300,513 Est. Cost $53.31 Unrealized +3.6%
PG PROCTER & GAMBLE 2.0%
Value ($000) $19,637 Shares 141,131 Est. Cost $61.26 Unrealized +101.0%
PFE PFIZER INC 1.8%
Value ($000) $17,987 Shares 488,629 Est. Cost $18.65 Unrealized +53.6%
PEP PEPSICO INC 1.8%
Value ($000) $17,616 Shares 118,790 Est. Cost $67.35 Unrealized +80.0%
CME GROUP INC CLASS A 1.6%
Value ($000) $16,298 Shares 89,523 Est. Cost $121.92 Unrealized
MAR MARRIOTT INTL INC CLASS A 1.6%
Value ($000) $15,409 Shares 116,807 Est. Cost $58.31 Unrealized +88.9%
TJX TJX COMPANIES INC 1.5%
Value ($000) $14,533 Shares 212,816 Est. Cost $41.22 Unrealized +37.0%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $13,602 Shares 86,428 Est. Cost $76.50 Unrealized +66.7%
COMCAST CORP CLASS A 1.4%
Value ($000) $13,594 Shares 259,440 Est. Cost $44.16 Unrealized
CMI CUMMINS INC 1.3%
Value ($000) $12,904 Shares 56,824 Est. Cost $92.71 Unrealized +113.8%
RAYTHEON TECHNOLOGIES CO 1.1%
Value ($000) $10,811 Shares 151,174 Est. Cost $61.62 Unrealized
SBUX STARBUCKS CORP 1.1%
Value ($000) $10,774 Shares 100,715 Est. Cost $38.36 Unrealized +122.0%
TER TERADYNE INCORPORATE 1.0%
Value ($000) $10,190 Shares 84,994 Est. Cost $100.07 Unrealized 0.0%
TMO THERMO FISHER SCNTFC 0.8%
Value ($000) $8,086 Shares 17,360 Est. Cost $447.54 Unrealized +3.4%
ILMN ILLUMINA INC 0.7%
Value ($000) $7,036 Shares 19,015 Est. Cost $170.46 Unrealized +87.0%
JPMORGAN CHASE & CO 0.7%
Value ($000) $6,682 Shares 52,579 Est. Cost $86.31 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $6,632 Shares 29,818 Est. Cost $86.12 Unrealized +139.3%
BA BOEING CO 0.6%
Value ($000) $6,382 Shares 29,815 Est. Cost $258.80 Unrealized -25.7%
DUPONT DE NEMOURS INC EXCHANGE 0.6%
Value ($000) $5,805 Shares 81,639 Est. Cost $74.59 Unrealized
CARRIER GLOBAL CORP 0.6%
Value ($000) $5,547 Shares 147,038 Est. Cost $22.22 Unrealized
AMGN AMGEN INC. 0.5%
Value ($000) $5,113 Shares 22,237 Est. Cost $114.75 Unrealized +71.1%
OTIS WORLDWIDE CORP 0.5%
Value ($000) $5,003 Shares 74,059 Est. Cost $56.87 Unrealized
DE DEERE & CO 0.4%
Value ($000) $4,387 Shares 16,306 Est. Cost $115.87 Unrealized +100.3%
ADP AUTO DATA PROCESSING 0.4%
Value ($000) $4,194 Shares 23,801 Est. Cost $102.96 Unrealized +43.2%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $4,046 Shares 19,432 Est. Cost $159.70 Unrealized +11.5%
WMT WALMART INC 0.4%
Value ($000) $3,954 Shares 27,430 Est. Cost $28.30 Unrealized +59.9%
VERIZON COMMUNICATN 0.4%
Value ($000) $3,745 Shares 63,748 Est. Cost $52.90 Unrealized
NSRGY NESTLE S A F SPONSORED ADR 1 A 0.4%
Value ($000) $3,723 Shares 31,562 Est. Cost $86.93 Unrealized
SEAGATE TECHNOLOGY F 0.4%
Value ($000) $3,714 Shares 59,745 Est. Cost $49.99 Unrealized
DUKE ENERGY CORP 0.4%
Value ($000) $3,714 Shares 40,561 Est. Cost $81.79 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $3,696 Shares 13,914 Est. Cost $141.92 Unrealized +70.8%
WASTE MANAGEMENT INC 0.4%
Value ($000) $3,688 Shares 31,270 Est. Cost $86.28 Unrealized
WY WEYERHAEUSER CO REIT 0.4%
Value ($000) $3,519 Shares 104,956 Est. Cost $22.43 Unrealized +9.2%
DOMINION ENERGY INC 0.3%
Value ($000) $3,441 Shares 45,761 Est. Cost $76.57 Unrealized
LVS LAS VEGAS SANDS CORP 0.3%
Value ($000) $3,278 Shares 55,003 Est. Cost $57.02 Unrealized -10.7%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $3,201 Shares 23,743 Est. Cost $93.39 Unrealized +24.2%
CORTEVA INC 0.3%
Value ($000) $3,150 Shares 81,336 Est. Cost $29.53 Unrealized
WELLTOWER INC REIT 0.3%
Value ($000) $3,148 Shares 48,714 Est. Cost $69.40 Unrealized
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $3,075 Shares 38,260 Est. Cost $52.87 Unrealized +26.4%
INTC INTEL CORP 0.3%
Value ($000) $3,047 Shares 61,161 Est. Cost $37.74 Unrealized +16.6%
A T & T INC 0.3%
Value ($000) $2,861 Shares 99,477 Est. Cost $32.96 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.3%
Value ($000) $2,820 Shares 45,466 Est. Cost $42.63 Unrealized +17.4%
PM PHILIP MORRIS INTL 0.3%
Value ($000) $2,614 Shares 31,579 Est. Cost $52.98 Unrealized +13.9%
IBM IBM CORP 0.2%
Value ($000) $2,462 Shares 19,562 Est. Cost $103.92 Unrealized -10.1%
LYONDELLBASELL INDS F CLASS A 0.2%
Value ($000) $2,071 Shares 22,596 Est. Cost $88.05 Unrealized
NORDSTROM INC 0.2%
Value ($000) $1,720 Shares 55,102 Est. Cost $45.97 Unrealized
ANHEUSER BUSCH INBEV S F SPONS 0.2%
Value ($000) $1,705 Shares 24,384 Est. Cost $104.87 Unrealized
DOW DOW INC 0.1%
Value ($000) $1,412 Shares 25,433 Est. Cost $36.28 Unrealized +7.6%
PCH POTLATCH CORP REIT 0.1%
Value ($000) $1,348 Shares 26,942 Est. Cost $50.03 Unrealized
VIATRIS INC 0.1%
Value ($000) $1,136 Shares 60,630 Est. Cost $18.74 Unrealized
ROP ROPER TECHNOLOGIES 0.1%
Value ($000) $898 Shares 2,084 Est. Cost $144.34 Unrealized +175.9%
ADOBE INC 0.1%
Value ($000) $768 Shares 1,536 Est. Cost $173.21 Unrealized
KEYSIGHT TECH INC 0.1%
Value ($000) $705 Shares 5,336 Est. Cost $90.17 Unrealized
AGILENT TECHNOLOGIES 0.1%
Value ($000) $690 Shares 5,824 Est. Cost $64.44 Unrealized
APD AIR PROD & CHEMICALS 0.0%
Value ($000) $490 Shares 1,792 Est. Cost $82.49 Unrealized +200.1%
TWITTER INC 0.0%
Value ($000) $472 Shares 8,711 Est. Cost $54.18 Unrealized
D R HORTON CO 0.0%
Value ($000) $429 Shares 6,231 Est. Cost $56.57 Unrealized
TSCO TRACTOR SUPPLY COMP 0.0%
Value ($000) $404 Shares 2,874 Est. Cost $12.47 Unrealized +106.5%
ROST ROSS STORES INC 0.0%
Value ($000) $390 Shares 3,174 Est. Cost $72.41 Unrealized +36.9%
YUM YUM BRANDS INC 0.0%
Value ($000) $336 Shares 3,094 Est. Cost $43.88 Unrealized +111.4%
ALIBABA GROUP HLDG LTD F SPONS 0.0%
Value ($000) $313 Shares 1,343 Est. Cost $233.06 Unrealized
PANW PALO ALTO NETWORKS 0.0%
Value ($000) $298 Shares 839 Est. Cost $46.72 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $297 Shares 2,200 Est. Cost $94.69 Unrealized +26.0%
WAB WABTEC 0.0%
Value ($000) $276 Shares 3,774 Est. Cost $55.72 Unrealized +19.2%