WINDWARD CAPITAL MANAGEMENT CO /CA Diversified Active

CIK: 0001078635 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 19, 2021

Total Value ($000): $1,076,102 (100.0% shares, 0.0% debt)

Holdings (82)

AAPL APPLE INC 13.1%
Value ($000) $141,108 Shares 1,030,282 Est. Cost $84.44 Unrealized +49.7%
AMZN AMAZON.COM INC 6.9%
Value ($000) $74,304 Shares 21,599 Est. Cost $17.56 Unrealized +846.2%
SALESFORCE COM 4.7%
Value ($000) $50,682 Shares 207,485 Est. Cost $158.37 Unrealized
NKE NIKE INC CLASS B 4.6%
Value ($000) $49,710 Shares 321,771 Est. Cost $46.59 Unrealized +169.8%
ACCENTURE PLC F CLASS A 3.7%
Value ($000) $39,758 Shares 134,868 Est. Cost $93.18 Unrealized
ALPHABET INC. CLASS C 3.6%
Value ($000) $39,206 Shares 15,643 Est. Cost $759.87 Unrealized
ALPHABET INC. CLASS A 3.5%
Value ($000) $38,178 Shares 15,635 Est. Cost $778.01 Unrealized
BLACKROCK INC 3.3%
Value ($000) $35,899 Shares 41,029 Est. Cost $365.03 Unrealized
NEXTERA ENERGY INC 3.1%
Value ($000) $33,387 Shares 455,609 Est. Cost $107.94 Unrealized
DIS WALT DISNEY CO 2.8%
Value ($000) $30,561 Shares 173,873 Est. Cost $107.90 Unrealized +62.8%
COSTCO WHOLESALE CO 2.8%
Value ($000) $29,996 Shares 75,810 Est. Cost $132.10 Unrealized
PAYPAL HOLDINGS INCORPOR 2.7%
Value ($000) $29,247 Shares 100,340 Est. Cost $32.59 Unrealized
ZOETIS INC CLASS A 2.6%
Value ($000) $28,353 Shares 152,143 Est. Cost $68.07 Unrealized
CVS CVS HEALTH CORP 2.3%
Value ($000) $24,902 Shares 298,445 Est. Cost $53.31 Unrealized +32.2%
LINDE PLC F 2.2%
Value ($000) $23,985 Shares 82,963 Est. Cost $158.51 Unrealized
FISV FISERV INC 2.2%
Value ($000) $23,604 Shares 220,825 Est. Cost $52.60 Unrealized +121.0%
LMT LOCKHEED MARTIN CORP 2.0%
Value ($000) $21,822 Shares 57,676 Est. Cost $220.86 Unrealized +53.3%
CNI CANADIAN NATL RAILWY F 1.9%
Value ($000) $20,011 Shares 189,642 Est. Cost $46.10 Unrealized +118.9%
PG PROCTER & GAMBLE 1.8%
Value ($000) $18,979 Shares 140,660 Est. Cost $61.26 Unrealized +97.0%
CME GROUP INC CLASS A 1.8%
Value ($000) $18,949 Shares 89,097 Est. Cost $121.92 Unrealized
TMO THERMO FISHER SCNTFC 1.7%
Value ($000) $18,692 Shares 37,052 Est. Cost $460.10 Unrealized +1.3%
PEP PEPSICO INC 1.6%
Value ($000) $17,522 Shares 118,258 Est. Cost $67.35 Unrealized +87.3%
MAR MARRIOTT INTL INC CLASS A 1.5%
Value ($000) $15,861 Shares 116,184 Est. Cost $58.31 Unrealized +138.4%
TER TERADYNE INCORPORATE 1.4%
Value ($000) $14,944 Shares 111,556 Est. Cost $105.62 Unrealized +18.9%
COMCAST CORP CLASS A 1.4%
Value ($000) $14,728 Shares 258,296 Est. Cost $44.16 Unrealized
TJX TJX COMPANIES INC 1.3%
Value ($000) $14,256 Shares 211,452 Est. Cost $41.22 Unrealized +54.5%
CMI CUMMINS INC 1.3%
Value ($000) $13,785 Shares 56,541 Est. Cost $92.71 Unrealized +146.3%
RAYTHEON TECHNOLOGIES CO 1.2%
Value ($000) $12,817 Shares 150,249 Est. Cost $61.62 Unrealized
BA BOEING CO 1.1%
Value ($000) $11,442 Shares 47,763 Est. Cost $245.02 Unrealized -1.3%
SBUX STARBUCKS CORP 1.0%
Value ($000) $11,182 Shares 100,001 Est. Cost $38.36 Unrealized +165.0%
ILMN ILLUMINA INC 0.8%
Value ($000) $8,948 Shares 18,910 Est. Cost $170.46 Unrealized +136.3%
JPMORGAN CHASE & CO 0.8%
Value ($000) $8,117 Shares 52,189 Est. Cost $86.31 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $8,096 Shares 29,886 Est. Cost $86.12 Unrealized +184.2%
CARRIER GLOBAL CORP 0.7%
Value ($000) $7,107 Shares 146,238 Est. Cost $22.22 Unrealized
DUPONT DE NEMOURS INC 0.6%
Value ($000) $6,278 Shares 81,094 Est. Cost $74.59 Unrealized
OTIS WORLDWIDE CORP 0.6%
Value ($000) $6,031 Shares 73,747 Est. Cost $56.87 Unrealized
DE DEERE & CO 0.5%
Value ($000) $5,765 Shares 16,345 Est. Cost $115.87 Unrealized +195.9%
AMGN AMGEN INC. 0.5%
Value ($000) $5,394 Shares 22,129 Est. Cost $114.75 Unrealized +85.2%
SEAGATE TECHNOLOGY HLD F 0.5%
Value ($000) $5,266 Shares 59,887 Est. Cost $87.93 Unrealized
ADP AUTO DATA PROCESSING 0.4%
Value ($000) $4,722 Shares 23,773 Est. Cost $102.96 Unrealized +71.2%
HD HOME DEPOT INC 0.4%
Value ($000) $4,447 Shares 13,944 Est. Cost $141.92 Unrealized +100.0%
WASTE MANAGEMENT INC 0.4%
Value ($000) $4,392 Shares 31,344 Est. Cost $86.28 Unrealized
UNP UNION PACIFIC CORP 0.4%
Value ($000) $4,235 Shares 19,258 Est. Cost $159.70 Unrealized +25.5%
WELLTOWER INC REIT 0.4%
Value ($000) $4,061 Shares 48,870 Est. Cost $69.40 Unrealized
DUKE ENERGY CORP 0.4%
Value ($000) $4,013 Shares 40,655 Est. Cost $81.79 Unrealized
NSRGY NESTLE S A F SPONSORED ADR 1 A 0.4%
Value ($000) $3,945 Shares 31,629 Est. Cost $86.93 Unrealized
WMT WALMART INC 0.4%
Value ($000) $3,881 Shares 27,518 Est. Cost $28.30 Unrealized +54.8%
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $3,691 Shares 38,353 Est. Cost $52.87 Unrealized +61.7%
WY WEYERHAEUSER CO REIT 0.3%
Value ($000) $3,621 Shares 105,212 Est. Cost $22.43 Unrealized +36.1%
VERIZON COMMUNICATN 0.3%
Value ($000) $3,581 Shares 63,908 Est. Cost $52.90 Unrealized
CORTEVA INC 0.3%
Value ($000) $3,579 Shares 80,700 Est. Cost $29.53 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $3,443 Shares 61,320 Est. Cost $37.74 Unrealized +42.0%
DOMINION ENERGY INC 0.3%
Value ($000) $3,375 Shares 45,876 Est. Cost $76.57 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $3,185 Shares 23,806 Est. Cost $93.39 Unrealized +20.4%
PM PHILIP MORRIS INTL 0.3%
Value ($000) $3,137 Shares 31,653 Est. Cost $52.98 Unrealized +44.2%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $3,085 Shares 18,728 Est. Cost $76.50 Unrealized +89.4%
BMY BRISTOL-MYERS SQUIBB 0.3%
Value ($000) $3,047 Shares 45,593 Est. Cost $42.63 Unrealized +26.4%
PFE PFIZER INC 0.3%
Value ($000) $3,034 Shares 77,472 Est. Cost $18.65 Unrealized +66.2%
DOW DOW INC 0.3%
Value ($000) $2,907 Shares 45,939 Est. Cost $40.50 Unrealized +26.1%
LVS LAS VEGAS SANDS CORP 0.3%
Value ($000) $2,906 Shares 55,161 Est. Cost $57.02 Unrealized -3.3%
IBM IBM CORP 0.3%
Value ($000) $2,875 Shares 19,613 Est. Cost $103.92 Unrealized +9.2%
A T & T INC 0.3%
Value ($000) $2,874 Shares 99,851 Est. Cost $32.96 Unrealized
PCH POTLATCH CORP REIT 0.3%
Value ($000) $2,773 Shares 52,182 Est. Cost $51.42 Unrealized
LYONDELLBASELL INDS F CLASS A 0.2%
Value ($000) $2,330 Shares 22,651 Est. Cost $88.05 Unrealized
NORDSTROM INC 0.2%
Value ($000) $2,024 Shares 55,359 Est. Cost $45.97 Unrealized
ROP ROPER TECHNOLOGIES 0.1%
Value ($000) $941 Shares 2,002 Est. Cost $148.05 Unrealized +190.4%
ADOBE INC 0.1%
Value ($000) $865 Shares 1,477 Est. Cost $178.23 Unrealized
AGILENT TECHNOLOGIES 0.1%
Value ($000) $827 Shares 5,598 Est. Cost $65.45 Unrealized
KEYSIGHT TECH INC 0.1%
Value ($000) $787 Shares 5,094 Est. Cost $90.97 Unrealized
TWITTER INC 0.1%
Value ($000) $592 Shares 8,605 Est. Cost $54.37 Unrealized
D R HORTON CO 0.0%
Value ($000) $524 Shares 5,800 Est. Cost $56.99 Unrealized
APD AIR PROD & CHEMICALS 0.0%
Value ($000) $502 Shares 1,746 Est. Cost $84.94 Unrealized +207.0%
TSCO TRACTOR SUPPLY COMP 0.0%
Value ($000) $499 Shares 2,681 Est. Cost $12.74 Unrealized +166.3%
ROST ROSS STORES INC 0.0%
Value ($000) $369 Shares 2,972 Est. Cost $73.04 Unrealized +62.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $346 Shares 3,009 Est. Cost $44.62 Unrealized +142.2%
TMUS T-MOBILE US INC 0.0%
Value ($000) $301 Shares 2,076 Est. Cost $95.15 Unrealized +40.0%
WAB WABTEC 0.0%
Value ($000) $294 Shares 3,570 Est. Cost $55.96 Unrealized +41.3%
PANW PALO ALTO NETWORKS 0.0%
Value ($000) $290 Shares 781 Est. Cost $46.88 Unrealized +26.4%
ALIBABA GROUP HLDG LTD F SPONS 0.0%
Value ($000) $289 Shares 1,274 Est. Cost $232.98 Unrealized
UNITY SOFTWARE INC 0.0%
Value ($000) $230 Shares 2,095 Est. Cost $100.54 Unrealized
UNITEDHEALTH GRP INC 0.0%
Value ($000) $210 Shares 525 Est. Cost $400.00 Unrealized
YUM CHINA HOLDINGS INC 0.0%
Value ($000) $201 Shares 3,039 Est. Cost $66.14 Unrealized