WINDWARD CAPITAL MANAGEMENT CO /CA Diversified Active

CIK: 0001078635 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 14, 2022

Total Value ($000): $1,207,352 (100.0% shares, 0.0% debt)

Holdings (78)

AAPL APPLE INC 15.0%
Value ($000) $181,426 Shares 1,021,719 Est. Cost $84.44 Unrealized +83.2%
AMZN AMAZON.COM INC 5.9%
Value ($000) $71,685 Shares 21,499 Est. Cost $17.56 Unrealized +874.4%
ACCENTURE PLC F CLASS A 4.6%
Value ($000) $55,721 Shares 134,413 Est. Cost $93.18 Unrealized
NKE NIKE INC CLASS B 4.4%
Value ($000) $53,622 Shares 321,727 Est. Cost $46.59 Unrealized +231.8%
SALESFORCE COM 4.3%
Value ($000) $52,501 Shares 206,594 Est. Cost $158.37 Unrealized
ALPHABET INC. CLASS A 3.7%
Value ($000) $45,023 Shares 15,541 Est. Cost $778.01 Unrealized
ALPHABET INC. CLASS C 3.7%
Value ($000) $44,967 Shares 15,540 Est. Cost $759.87 Unrealized
COSTCO WHOLESALE CO 3.5%
Value ($000) $42,656 Shares 75,138 Est. Cost $132.10 Unrealized
NEXTERA ENERGY INC 3.5%
Value ($000) $42,477 Shares 454,983 Est. Cost $107.94 Unrealized
BLACKROCK INC 3.1%
Value ($000) $37,562 Shares 41,027 Est. Cost $365.03 Unrealized
ZOETIS INC CLASS A 3.1%
Value ($000) $36,959 Shares 151,449 Est. Cost $68.07 Unrealized
CVS CVS HEALTH CORP 2.5%
Value ($000) $30,606 Shares 296,679 Est. Cost $53.31 Unrealized +51.0%
LINDE PLC F 2.4%
Value ($000) $28,791 Shares 83,107 Est. Cost $158.51 Unrealized
DIS WALT DISNEY CO 2.2%
Value ($000) $26,867 Shares 173,455 Est. Cost $107.90 Unrealized +46.2%
TMO THERMO FISHER SCNTFC 2.0%
Value ($000) $24,695 Shares 37,010 Est. Cost $460.10 Unrealized +34.2%
PG PROCTER & GAMBLE 1.9%
Value ($000) $23,390 Shares 142,991 Est. Cost $61.97 Unrealized +116.5%
CNI CANADIAN NATL RAILWY F 1.9%
Value ($000) $23,261 Shares 189,329 Est. Cost $46.10 Unrealized +153.4%
FISV FISERV INC 1.9%
Value ($000) $22,932 Shares 220,941 Est. Cost $52.60 Unrealized +96.6%
PEP PEPSICO INC 1.7%
Value ($000) $20,526 Shares 118,165 Est. Cost $67.35 Unrealized +113.0%
LMT LOCKHEED MARTIN CORP 1.7%
Value ($000) $20,477 Shares 57,614 Est. Cost $220.86 Unrealized +39.9%
CME GROUP INC CLASS A 1.7%
Value ($000) $20,428 Shares 89,415 Est. Cost $121.92 Unrealized
MAR MARRIOTT INTL INC CLASS A 1.6%
Value ($000) $19,296 Shares 116,775 Est. Cost $58.31 Unrealized +160.2%
PAYPAL HOLDINGS INCORPOR 1.6%
Value ($000) $18,885 Shares 100,143 Est. Cost $32.59 Unrealized
TER TERADYNE INCORPORATE 1.5%
Value ($000) $18,213 Shares 111,379 Est. Cost $105.62 Unrealized +30.9%
TJX TJX COMPANIES INC 1.3%
Value ($000) $16,046 Shares 211,352 Est. Cost $41.22 Unrealized +58.4%
RAYTHEON TECHNOLOGIES CO 1.1%
Value ($000) $13,036 Shares 151,468 Est. Cost $61.62 Unrealized
COMCAST CORP CLASS A 1.1%
Value ($000) $12,998 Shares 258,274 Est. Cost $44.16 Unrealized
CMI CUMMINS INC 1.0%
Value ($000) $12,398 Shares 56,835 Est. Cost $92.71 Unrealized +122.0%
SBUX STARBUCKS CORP 1.0%
Value ($000) $11,667 Shares 99,743 Est. Cost $38.36 Unrealized +166.4%
MSFT MICROSOFT CORP 0.8%
Value ($000) $10,219 Shares 30,384 Est. Cost $88.95 Unrealized +252.3%
BA BOEING CO 0.8%
Value ($000) $9,507 Shares 47,225 Est. Cost $245.02 Unrealized -13.8%
JPMORGAN CHASE & CO 0.7%
Value ($000) $8,320 Shares 52,544 Est. Cost $86.31 Unrealized
CARRIER GLOBAL CORP 0.7%
Value ($000) $7,952 Shares 146,610 Est. Cost $22.22 Unrealized
ILMN ILLUMINA INC 0.6%
Value ($000) $7,183 Shares 18,881 Est. Cost $170.46 Unrealized +122.3%
SEAGATE TECHNOLOGY HLD F 0.6%
Value ($000) $6,879 Shares 60,888 Est. Cost $88.24 Unrealized
DUPONT DE NEMOURS INC 0.5%
Value ($000) $6,557 Shares 81,169 Est. Cost $74.59 Unrealized
OTIS WORLDWIDE CORP 0.5%
Value ($000) $6,438 Shares 73,932 Est. Cost $56.87 Unrealized
ADP AUTO DATA PROCESSING 0.5%
Value ($000) $5,955 Shares 24,149 Est. Cost $104.19 Unrealized +98.9%
HD HOME DEPOT INC 0.5%
Value ($000) $5,886 Shares 14,182 Est. Cost $144.48 Unrealized +137.5%
UNP UNION PACIFIC CORP 0.5%
Value ($000) $5,876 Shares 23,323 Est. Cost $169.20 Unrealized +27.1%
DE DEERE & CO 0.5%
Value ($000) $5,699 Shares 16,621 Est. Cost $118.55 Unrealized +177.2%
WASTE MANAGEMENT INC 0.4%
Value ($000) $5,319 Shares 31,869 Est. Cost $87.28 Unrealized
NSRGY NESTLE S A F SPONSORED ADR 1 A 0.4%
Value ($000) $5,273 Shares 37,700 Est. Cost $95.27 Unrealized
AMGN AMGEN INC. 0.4%
Value ($000) $4,971 Shares 22,099 Est. Cost $114.75 Unrealized +61.3%
PFE PFIZER INC 0.4%
Value ($000) $4,652 Shares 78,789 Est. Cost $18.92 Unrealized +112.6%
WY WEYERHAEUSER CO REIT 0.4%
Value ($000) $4,407 Shares 107,007 Est. Cost $22.55 Unrealized +41.8%
PCH POTLATCH CORP REIT 0.4%
Value ($000) $4,363 Shares 72,443 Est. Cost $53.85 Unrealized
DUKE ENERGY CORP 0.4%
Value ($000) $4,336 Shares 41,339 Est. Cost $82.08 Unrealized
WELLTOWER INC REIT 0.4%
Value ($000) $4,263 Shares 49,701 Est. Cost $69.61 Unrealized
WMT WALMART INC 0.3%
Value ($000) $4,049 Shares 27,985 Est. Cost $28.51 Unrealized +58.5%
A T & T INC 0.3%
Value ($000) $3,980 Shares 161,772 Est. Cost $29.79 Unrealized
CORTEVA INC 0.3%
Value ($000) $3,830 Shares 81,013 Est. Cost $29.53 Unrealized
DOMINION ENERGY INC 0.3%
Value ($000) $3,665 Shares 46,646 Est. Cost $76.60 Unrealized
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $3,625 Shares 38,990 Est. Cost $53.29 Unrealized +62.3%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $3,459 Shares 24,200 Est. Cost $93.66 Unrealized +23.1%
VERIZON COMMUNICATN 0.3%
Value ($000) $3,378 Shares 65,002 Est. Cost $52.89 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $3,256 Shares 19,036 Est. Cost $77.35 Unrealized +87.6%
INTC INTEL CORP 0.3%
Value ($000) $3,210 Shares 62,333 Est. Cost $37.86 Unrealized +24.9%
PM PHILIP MORRIS INTL 0.3%
Value ($000) $3,058 Shares 32,188 Est. Cost $53.28 Unrealized +43.2%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $2,891 Shares 46,367 Est. Cost $42.71 Unrealized +15.3%
IBM IBM CORP 0.2%
Value ($000) $2,667 Shares 19,950 Est. Cost $103.96 Unrealized +2.4%
DOW DOW INC 0.2%
Value ($000) $2,651 Shares 46,730 Est. Cost $40.56 Unrealized +11.1%
LYONDELLBASELL INDS F CLASS A 0.2%
Value ($000) $2,124 Shares 23,032 Est. Cost $88.10 Unrealized
KEYSIGHT TECH INC 0.1%
Value ($000) $1,044 Shares 5,055 Est. Cost $90.97 Unrealized
ROP ROPER TECHNOLOGIES 0.1%
Value ($000) $977 Shares 1,986 Est. Cost $148.05 Unrealized +213.4%
AGILENT TECHNOLOGIES 0.1%
Value ($000) $886 Shares 5,549 Est. Cost $65.45 Unrealized
ADOBE INC 0.1%
Value ($000) $831 Shares 1,466 Est. Cost $178.23 Unrealized
TSCO TRACTOR SUPPLY COMP 0.1%
Value ($000) $635 Shares 2,662 Est. Cost $12.74 Unrealized +219.6%
D R HORTON CO 0.1%
Value ($000) $625 Shares 5,761 Est. Cost $56.99 Unrealized
APD AIR PROD & CHEMICALS 0.0%
Value ($000) $528 Shares 1,734 Est. Cost $84.94 Unrealized +210.4%
UNITY SOFTWARE INC 0.0%
Value ($000) $434 Shares 3,032 Est. Cost $113.74 Unrealized
PANW PALO ALTO NETWORKS 0.0%
Value ($000) $430 Shares 773 Est. Cost $46.88 Unrealized +84.5%
YUM YUM BRANDS INC 0.0%
Value ($000) $414 Shares 2,984 Est. Cost $44.62 Unrealized +164.9%
TWITTER INC 0.0%
Value ($000) $369 Shares 8,529 Est. Cost $54.37 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $338 Shares 2,957 Est. Cost $73.04 Unrealized +45.9%
WAB WABTEC 0.0%
Value ($000) $328 Shares 3,558 Est. Cost $55.96 Unrealized +60.0%
UNITEDHEALTH GRP INC 0.0%
Value ($000) $263 Shares 524 Est. Cost $400.00 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $241 Shares 2,076 Est. Cost $95.15 Unrealized +19.5%