WINDWARD CAPITAL MANAGEMENT CO /CA

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$1.20B
13F filings
3
Latest filing
Oct 3, 2024

Top 10 holdings

About this filer

FilingIQ has indexed 3 quarterly Form 13F filings from WINDWARD CAPITAL MANAGEMENT CO /CA. Reported assets under management total $1.20B.

Frequently asked

How much does WINDWARD CAPITAL MANAGEMENT CO /CA have under management?
Per WINDWARD CAPITAL MANAGEMENT CO /CA's most recent SEC Form 13F filing dated Oct 3, 2024, total assets under management are $1.20B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has WINDWARD CAPITAL MANAGEMENT CO /CA submitted?
FilingIQ has indexed 3 quarterly Form 13F filings from WINDWARD CAPITAL MANAGEMENT CO /CA. Filings are due 45 days after quarter-end.
Where does WINDWARD CAPITAL MANAGEMENT CO /CA's holdings data come from?
Every position shown on this page sources back to WINDWARD CAPITAL MANAGEMENT CO /CA's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.