WINDWARD CAPITAL MANAGEMENT CO /CA Diversified Active

CIK: 0001078635 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 15, 2021

Total Value ($000): $1,000,066 (100.0% shares, 0.0% debt)

Holdings (80)

AAPL APPLE INC 12.6%
Value ($000) $126,199 Shares 1,033,149 Est. Cost $84.44 Unrealized +48.1%
AMZN AMAZON.COM INC 6.7%
Value ($000) $66,984 Shares 21,649 Est. Cost $17.56 Unrealized +802.5%
SALESFORCE COM 4.4%
Value ($000) $44,069 Shares 208,000 Est. Cost $158.37 Unrealized
NKE NIKE INC CLASS B 4.3%
Value ($000) $42,899 Shares 322,813 Est. Cost $46.59 Unrealized +178.1%
ACCENTURE PLC F CLASS A 3.7%
Value ($000) $37,343 Shares 135,179 Est. Cost $93.18 Unrealized
NEXTERA ENERGY INC 3.4%
Value ($000) $34,489 Shares 456,144 Est. Cost $107.94 Unrealized
ALPHABET INC. CLASS C 3.2%
Value ($000) $32,455 Shares 15,689 Est. Cost $759.87 Unrealized
ALPHABET INC. CLASS A 3.2%
Value ($000) $32,341 Shares 15,680 Est. Cost $778.01 Unrealized
DIS WALT DISNEY CO 3.2%
Value ($000) $32,164 Shares 174,310 Est. Cost $107.90 Unrealized +67.0%
BLACKROCK INC 3.1%
Value ($000) $30,993 Shares 41,107 Est. Cost $365.03 Unrealized
COSTCO WHOLESALE CO 2.7%
Value ($000) $26,804 Shares 76,044 Est. Cost $132.10 Unrealized
FISV FISERV INC 2.6%
Value ($000) $26,349 Shares 221,350 Est. Cost $52.60 Unrealized +118.2%
PAYPAL HOLDINGS INCORPOR 2.4%
Value ($000) $24,412 Shares 100,529 Est. Cost $32.59 Unrealized
ZOETIS INC CLASS A 2.4%
Value ($000) $24,033 Shares 152,610 Est. Cost $68.07 Unrealized
LINDE PLC F 2.3%
Value ($000) $23,262 Shares 83,037 Est. Cost $158.51 Unrealized
CVS CVS HEALTH CORP 2.3%
Value ($000) $22,530 Shares 299,476 Est. Cost $53.31 Unrealized +16.8%
CNI CANADIAN NATL RAILWY F 2.2%
Value ($000) $22,061 Shares 190,212 Est. Cost $46.10 Unrealized +119.2%
LMT LOCKHEED MARTIN CORP 2.1%
Value ($000) $21,336 Shares 57,744 Est. Cost $220.86 Unrealized +35.8%
PG PROCTER & GAMBLE 1.9%
Value ($000) $19,023 Shares 140,466 Est. Cost $61.26 Unrealized +88.8%
CME GROUP INC CLASS A 1.8%
Value ($000) $18,208 Shares 89,156 Est. Cost $121.92 Unrealized
MAR MARRIOTT INTL INC CLASS A 1.7%
Value ($000) $17,258 Shares 116,525 Est. Cost $58.31 Unrealized +125.8%
TMO THERMO FISHER SCNTFC 1.7%
Value ($000) $16,945 Shares 37,129 Est. Cost $460.10 Unrealized +2.4%
PEP PEPSICO INC 1.7%
Value ($000) $16,746 Shares 118,388 Est. Cost $67.35 Unrealized +75.1%
CMI CUMMINS INC 1.5%
Value ($000) $14,683 Shares 56,669 Est. Cost $92.71 Unrealized +139.4%
TJX TJX COMPANIES INC 1.4%
Value ($000) $14,030 Shares 212,085 Est. Cost $41.22 Unrealized +51.1%
COMCAST CORP CLASS A 1.4%
Value ($000) $14,010 Shares 258,911 Est. Cost $44.16 Unrealized
TER TERADYNE INCORPORATE 1.4%
Value ($000) $13,614 Shares 111,877 Est. Cost $105.62 Unrealized +16.6%
BA BOEING CO 1.2%
Value ($000) $12,196 Shares 47,881 Est. Cost $245.02 Unrealized -9.3%
RAYTHEON TECHNOLOGIES CO 1.2%
Value ($000) $11,619 Shares 150,370 Est. Cost $61.62 Unrealized
SBUX STARBUCKS CORP 1.1%
Value ($000) $10,945 Shares 100,168 Est. Cost $38.36 Unrealized +145.1%
JPMORGAN CHASE & CO 0.8%
Value ($000) $7,964 Shares 52,315 Est. Cost $86.31 Unrealized
ILMN ILLUMINA INC 0.7%
Value ($000) $7,282 Shares 18,962 Est. Cost $170.46 Unrealized +139.2%
MSFT MICROSOFT CORP 0.7%
Value ($000) $6,998 Shares 29,680 Est. Cost $86.12 Unrealized +158.8%
DUPONT DE NEMOURS INC 0.6%
Value ($000) $6,283 Shares 81,294 Est. Cost $74.59 Unrealized
CARRIER GLOBAL CORP 0.6%
Value ($000) $6,186 Shares 146,538 Est. Cost $22.22 Unrealized
DE DEERE & CO 0.6%
Value ($000) $6,073 Shares 16,232 Est. Cost $115.87 Unrealized +165.4%
AMGN AMGEN INC. 0.6%
Value ($000) $5,520 Shares 22,187 Est. Cost $114.75 Unrealized +78.4%
OTIS WORLDWIDE CORP 0.5%
Value ($000) $5,056 Shares 73,864 Est. Cost $56.87 Unrealized
SEAGATE TECHNOLOGY F 0.5%
Value ($000) $4,565 Shares 59,478 Est. Cost $49.99 Unrealized
ADP AUTO DATA PROCESSING 0.4%
Value ($000) $4,450 Shares 23,612 Est. Cost $102.96 Unrealized +52.2%
HD HOME DEPOT INC 0.4%
Value ($000) $4,228 Shares 13,850 Est. Cost $141.92 Unrealized +72.2%
UNP UNION PACIFIC CORP 0.4%
Value ($000) $4,212 Shares 19,109 Est. Cost $159.70 Unrealized +17.8%
WASTE MANAGEMENT INC 0.4%
Value ($000) $4,016 Shares 31,128 Est. Cost $86.28 Unrealized
DUKE ENERGY CORP 0.4%
Value ($000) $3,898 Shares 40,380 Est. Cost $81.79 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $3,898 Shares 60,901 Est. Cost $37.74 Unrealized +43.3%
CORTEVA INC 0.4%
Value ($000) $3,774 Shares 80,961 Est. Cost $29.53 Unrealized
WY WEYERHAEUSER CO REIT 0.4%
Value ($000) $3,720 Shares 104,501 Est. Cost $22.43 Unrealized +24.3%
WMT WALMART INC 0.4%
Value ($000) $3,712 Shares 27,325 Est. Cost $28.30 Unrealized +53.0%
VERIZON COMMUNICATN 0.4%
Value ($000) $3,691 Shares 63,473 Est. Cost $52.90 Unrealized
NSRGY NESTLE S A F SPONSORED ADR 1 A 0.4%
Value ($000) $3,516 Shares 31,413 Est. Cost $86.93 Unrealized
WELLTOWER INC REIT 0.3%
Value ($000) $3,476 Shares 48,534 Est. Cost $69.40 Unrealized
DOMINION ENERGY INC 0.3%
Value ($000) $3,462 Shares 45,571 Est. Cost $76.57 Unrealized
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $3,437 Shares 38,097 Est. Cost $52.87 Unrealized +47.2%
LVS LAS VEGAS SANDS CORP 0.3%
Value ($000) $3,328 Shares 54,776 Est. Cost $57.02 Unrealized -2.0%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $3,287 Shares 23,639 Est. Cost $93.39 Unrealized +18.7%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $3,054 Shares 18,581 Est. Cost $76.50 Unrealized +84.0%
A T & T INC 0.3%
Value ($000) $2,999 Shares 99,073 Est. Cost $32.96 Unrealized
DOW DOW INC 0.3%
Value ($000) $2,918 Shares 45,636 Est. Cost $40.50 Unrealized +13.1%
BMY BRISTOL-MYERS SQUIBB 0.3%
Value ($000) $2,859 Shares 45,291 Est. Cost $42.63 Unrealized +19.7%
PM PHILIP MORRIS INTL 0.3%
Value ($000) $2,790 Shares 31,436 Est. Cost $52.98 Unrealized +26.1%
PFE PFIZER INC 0.3%
Value ($000) $2,788 Shares 76,954 Est. Cost $18.65 Unrealized +50.4%
PCH POTLATCH CORP REIT 0.3%
Value ($000) $2,743 Shares 51,840 Est. Cost $51.42 Unrealized
IBM IBM CORP 0.3%
Value ($000) $2,595 Shares 19,471 Est. Cost $103.92 Unrealized -5.6%
LYONDELLBASELL INDS F CLASS A 0.2%
Value ($000) $2,340 Shares 22,492 Est. Cost $88.05 Unrealized
NORDSTROM INC 0.2%
Value ($000) $2,079 Shares 54,897 Est. Cost $45.97 Unrealized
ROP ROPER TECHNOLOGIES 0.1%
Value ($000) $797 Shares 1,976 Est. Cost $144.34 Unrealized +170.0%
KEYSIGHT TECH INC 0.1%
Value ($000) $721 Shares 5,031 Est. Cost $90.17 Unrealized
AGILENT TECHNOLOGIES 0.1%
Value ($000) $703 Shares 5,530 Est. Cost $64.44 Unrealized
ADOBE INC 0.1%
Value ($000) $694 Shares 1,459 Est. Cost $173.21 Unrealized
TWITTER INC 0.1%
Value ($000) $541 Shares 8,497 Est. Cost $54.18 Unrealized
D R HORTON CO 0.1%
Value ($000) $510 Shares 5,728 Est. Cost $56.57 Unrealized
APD AIR PROD & CHEMICALS 0.0%
Value ($000) $484 Shares 1,722 Est. Cost $82.49 Unrealized +191.2%
TSCO TRACTOR SUPPLY COMP 0.0%
Value ($000) $469 Shares 2,647 Est. Cost $12.47 Unrealized +136.2%
ROST ROSS STORES INC 0.0%
Value ($000) $351 Shares 2,931 Est. Cost $72.41 Unrealized +55.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $322 Shares 2,974 Est. Cost $43.88 Unrealized +120.4%
ALIBABA GROUP HLDG LTD F SPONS 0.0%
Value ($000) $285 Shares 1,257 Est. Cost $233.06 Unrealized
WAB WABTEC 0.0%
Value ($000) $280 Shares 3,533 Est. Cost $55.72 Unrealized +35.5%
TMUS T-MOBILE US INC 0.0%
Value ($000) $257 Shares 2,051 Est. Cost $94.69 Unrealized +28.6%
PANW PALO ALTO NETWORKS 0.0%
Value ($000) $248 Shares 771 Est. Cost $46.72 Unrealized +27.2%
UNITY SOFTWARE INC 0.0%
Value ($000) $207 Shares 2,062 Est. Cost $100.39 Unrealized