Windward Capital Management Co. /ca
Windward Capital Management Company, founded in 1996 and headquartered in Los Angeles, CA, is a full-service registered investment adviser specializing in comprehensive wealth management and financial planning. The firm primarily serves ultra-high-net-worth individuals, families, and institutions with tailored investment solutions and planning services. Windward Capital Management employs a team of experienced professionals dedicated to personalized client service and long-term financial stewardship.
Investment Strategy
Windward Capital Management employs a disciplined, research-driven investment strategy focused on long-term capital appreciation and risk management. The firm primarily invests in high-quality equities, constructing diversified portfolios tailored to client objectives. Their approach emphasizes fundamental analysis, sector diversification, and active portfolio management to capture growth opportunities and preserve capital through market cycles.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 14.45% | $170.3M | 829,844 | $40.74 | $205.17 | -$15.5M |
A AMZN | AMAZON COM INC | 7.29% | $85.9M | 391,674 | $26.18 | $219.39 | +$10.9M |
C COST | COSTCO WHSL CORP NEW | 5.83% | $68.7M | 69,400 | $143.09 | $989.94 | +$2.7M |
C CRM | SALESFORCE INC | 4.42% | $52.1M | 190,934 | $59.58 | $272.69 | +$547.2K |
G GOOG | ALPHABET INC | 4.32% | $50.9M | 286,839 | $41.87 | $177.39 | +$5.8M |