Windward Investment Management Inc

data from 30/09/2009

Capitalization

$ 2.876 M 13.41 %

Average holding period

4 ans

Performance

$ 659.568 M 3 007.43 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Windward Investment Management Inc

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2009/09/30 VTI VANGUARD INDEX FDS............... 16.22% 466.558 K $ 8711654 2007/09/30 0.000 $ 0.00 %
2009/09/30 LQD ISHARES TR....................... 11.50% 330.740 K $ 3100628 2008/12/31 0.000 $ 0.00 %
2009/09/30 GLD SPDR GOLD TRUST.................. 8.93% 256.677 K $ 2598882 2008/06/30 0.000 $ 0.00 %
2009/09/30 GSG Ishares S&P GSCI Commodity I..... 8.31% 238.958 K $ 8053939 2007/09/30 0.000 $ 0.00 %
2009/09/30 FXI ISHARES TR....................... 6.48% 186.464 K $ 4560843 2008/06/30 0.000 $ 0.00 %
2009/09/30 VEU VANGUARD INTL EQUITY INDEX F..... 5.76% 165.563 K $ 3838672 2008/12/31 0.000 $ 0.00 %
2009/09/30 BND VANGUARD BD INDEX FD INC......... 5.46% 156.897 K $ 1973683 2008/12/31 0.000 $ 0.00 %
2009/09/30 TIP ISHARES TR....................... 5.18% 148.834 K $ 1446805 2007/09/30 0.000 $ 0.00 %
2009/09/30 IEF Ishares Tr....................... 4.99% 143.471 K $ 1553267 2007/09/30 0.000 $ 0.00 %
2009/09/30 EWH ISHARES INC...................... 4.42% 127.252 K $ 8200902 2008/12/31 1.431 B $ 1 295 487.06 %
2009/09/30 BWX SPDR Series Trust................ 4.30% 123.742 K $ 2118950 2007/12/31 0.000 $ 0.00 %
2009/09/30 ISHARES INC...................... 3.96% 113.889 K $ 11459984 2009/03/31 0.000 $ 0.00 %
2009/09/30 CURRENCYSHS JAPANESE YEN TR...... 3.92% 112.731 K $ 1019162 2007/09/30 0.000 $ 0.00 %
2009/09/30 CLAYMORE EXCHANGE TRADED FD...... 3.43% 98.667 K $ 2535015 2009/06/30 16.037 K $ 21.21 %
2009/09/30 SHY ISHARES TR....................... 3.17% 91.049 K $ 1083910 2007/09/30 0.000 $ 0.00 %
2009/09/30 HYG ISHARES TR....................... 1.12% 32.250 K $ 373804 2008/12/31 0.000 $ 0.00 %
2009/09/30 EMB ISHARES TR....................... 1.06% 30.480 K $ 295893 2009/09/30 0.000 $ 0.00 %
2009/09/30 SPDR SERIES TRUST................ 0.58% 16.552 K $ 361650 2008/06/30 0.000 $ 0.00 %
2009/09/30 WMT Wal Mart Stores Inc.............. 0.10% 2.751 K $ 56142 2007/09/30 0.000 $ 0.00 %
2009/09/30 WIP SPDR SERIES TRUST................ 0.09% 2.490 K $ 45193 2008/06/30 0.000 $ 0.00 %
2009/09/30 XOM Exxon Mobil Corp................. 0.08% 2.363 K $ 34833 2007/09/30 0.000 $ 0.00 %
2009/09/30 EWG ISHARES INC...................... 0.07% 2.061 K $ 92861 2009/09/30 0.000 $ 0.00 %
2009/09/30 QQQ POWERSHARES QQQ TRUST............ 0.07% 1.929 K $ 45659 2009/09/30 0.000 $ 0.00 %
2009/09/30 IWM ISHARES TR INDEX................. 0.06% 1.834 K $ 30721 2009/09/30 0.000 $ 0.00 %
2009/09/30 VRTX VERTEX PHARMACEUTICALS INC....... 0.06% 1.698 K $ 44815 2007/09/30 0.000 $ 0.00 %
2009/09/30 ANADARKO PETE CORP............... 0.06% 1.629 K $ 26057 2009/03/31 0.000 $ 0.00 %
2009/09/30 PG Procter & Gamble Co.............. 0.05% 1.470 K $ 25548 2007/09/30 0.000 $ 0.00 %
2009/09/30 MSFT Microsoft Corp................... 0.05% 1.306 K $ 51437 2009/03/31 0.000 $ 0.00 %
2009/09/30 SYY Sysco Corp....................... 0.04% 1.207 K $ 49029 2007/09/30 0.000 $ 0.00 %
2009/09/30 Inverness Medical Innovations In. 0.04% 1.066 K $ 27535 2009/03/31 0.000 $ 0.00 %
2009/09/30 INTC Intel Corp....................... 0.03% 959.000 $ 49416 2009/03/31 0.000 $ 0.00 %
2009/09/30 GE General Electric Co.............. 0.03% 794.000 $ 48474 2009/03/31 0.000 $ 0.00 %
2009/09/30 EV Eaton Vance Corp................. 0.02% 672.000 $ 24000 2009/03/31 0.000 $ 0.00 %
2009/09/30 MFC MANULIFE FINL CORP............... 0.02% 642.000 $ 30650 2009/03/31 0.000 $ 0.00 %
2009/09/30 JNJ Johnson & Johnson................ 0.02% 622.000 $ 10720 2009/03/31 0.000 $ 0.00 %
2009/09/30 STT State Str Corp................... 0.02% 568.000 $ 10807 2007/09/30 0.000 $ 0.00 %
2009/09/30 KO Coca Cola Co..................... 0.02% 566.000 $ 10536 2009/03/31 0.000 $ 0.00 %
2009/09/30 Sigma Aldrich Corp............... 0.02% 561.000 $ 10400 2007/09/30 0.000 $ 0.00 %
2009/09/30 PCP PRECISION CASTPARTS CORP......... 0.02% 560.000 $ 5500 2009/06/30 0.000 $ 0.00 %
2009/09/30 SHV ISHARES TR....................... 0.02% 548.000 $ 4971 2007/09/30 0.000 $ 0.00 %
2009/09/30 STJ St Jude Med Inc.................. 0.02% 543.000 $ 13920 2007/09/30 0.000 $ 0.00 %
2009/09/30 ILF ISHARES TR....................... 0.02% 515.000 $ 12000 2009/06/30 98.039 K $ 23 510.79 %
2009/09/30 NOVELL INC....................... 0.02% 466.000 $ 103275 2009/03/31 0.000 $ 0.00 %
2009/09/30 Medco Health Solutions Inc....... 0.02% 461.000 $ 8404 2009/03/31 0.000 $ 0.00 %
2009/09/30 EMC E M C CORP MASS.................. 0.02% 457.000 $ 26790 2009/03/31 0.000 $ 0.00 %
2009/09/30 AMAG AMAG PHARMACEUTICALS INC......... 0.02% 437.000 $ 10000 2009/06/30 -109.900 K $ -20 091.41 %
2009/09/30 DIS Disney Walt Co................... 0.01% 371.000 $ 14115 2009/03/31 0.000 $ 0.00 %
2009/09/30 VXF VANGUARD INDEX FDS............... 0.01% 351.000 $ 8470 2008/06/30 0.000 $ 0.00 %
2009/09/30 HD Home Depot Inc................... 0.01% 326.000 $ 12223 2009/03/31 0.000 $ 0.00 %
2009/09/30 GIS General Mls Inc.................. 0.01% 322.000 $ 5038 2009/03/31 0.000 $ 0.00 %
2009/09/30 BAC BANK OF AMERICA CORPORATION...... 0.01% 311.000 $ 18810 2009/06/30 45.060 K $ 28 162.73 %
2009/09/30 Royal Dutch Shell PLC............ 0.01% 280.000 $ 4959 2007/09/30 0.000 $ 0.00 %
2009/09/30 MRK Merck & Co Inc................... 0.01% 267.000 $ 8596 2009/03/31 0.000 $ 0.00 %
2009/09/30 IBM International Business Machs..... 0.01% 256.000 $ 2452 2009/03/31 0.000 $ 0.00 %
2009/09/30 GSP BARCLAYS BK PLC.................. 0.01% 245.000 $ 8450 2009/09/30 0.000 $ 0.00 %
2009/09/30 PFE PFIZER INC....................... 0.01% 215.000 $ 14000 2009/09/30 0.000 $ 0.00 %
2009/09/30 MCD MCDONALDS CORP................... 0.01% 209.000 $ 3715 2009/06/30 -1.580 K $ -731.89 %
2009/09/30 HEINZ H J CO..................... 0.01% 209.000 $ 5250 2009/06/30 23.000 $ 11.66 %
2009/09/30 CSCO CISCO SYS INC.................... 0.01% 202.000 $ 8854 2009/09/30 0.000 $ 0.00 %
2009/09/30 TIBCO SOFTWARE INC............... 0.00% 133.000 $ 14016 2009/09/30 0.000 $ 0.00 %
2009/09/30 Sonus Networks Inc............... 0.00% 70.000 $ 33084 2007/09/30 0.000 $ 0.00 %
2009/09/30 CITIGROUP INC.................... 0.00% 69.000 $ 14264 2009/06/30 18.000 $ 61.71 %
2009/09/30 Evergreen Solar Inc.............. 0.00% 30.000 $ 15532 2009/03/31 0.000 $ 0.00 %
2009/09/30 LIVEWIRE MOBILE INC.............. 0.00% 6.000 $ 15000 2009/09/30 0.000 $ 0.00 %
2009/09/30 PALATIN TECHNOLOGIES INC......... 0.00% 4.000 $ 12530 2009/09/30 0.000 $ 0.00 %
2009/09/30 Eaton Vance Corp 0.00% 0.000 $ 0 2008/09/30 0.000 $ 0.00 %
2009/09/30 POWERSHARES ETF TRUST 0.00% 0.000 $ 0 2009/06/30 0.000 $ 0.00 %
2009/09/30 LIVEWIRE MOBILE INC 0.00% 0.000 $ 0 2008/12/31 0.000 $ 0.00 %
2009/09/30 Sonus Networks Inc 0.00% 0.000 $ 0 2008/12/31 0.000 $ 0.00 %
2009/09/30 SPDR GOLD TRUST 0.00% 0.000 $ 0 2009/06/30 0.000 $ 0.00 %
2009/09/30 EFA ISHARES TR 0.00% 0.000 $ 0 2007/09/30 0.000 $ 0.00 %
2009/09/30 VERTEX PHARMACEUTICALS 0.00% 0.000 $ 0 2008/12/31 0.000 $ 0.00 %
2009/09/30 Medco Health Solutions 0.00% 0.000 $ 0 2008/09/30 0.000 $ 0.00 %
2009/09/30 ISHARES TR 0.00% 0.000 $ 0 2009/06/30 0.000 $ 0.00 %
2009/09/30 Ishares S&P GSCI 0.00% 0.000 $ 0 2009/06/30 0.000 $ 0.00 %
2009/09/30 Sysco Corp 0.00% 0.000 $ 0 2008/12/31 0.000 $ 0.00 %
2009/09/30 ISHARES TR 0.00% 0.000 $ 0 2009/06/30 0.000 $ 0.00 %
2009/09/30 Machs 0.00% 0.000 $ 0 2008/09/30 0.000 $ 0.00 %
2009/09/30 Merck & Co Inc 0.00% 0.000 $ 0 2008/09/30 0.000 $ 0.00 %
2009/09/30 Microsoft Corp 0.00% 0.000 $ 0 2008/09/30 0.000 $ 0.00 %
2009/09/30 SPDR Series Trust 0.00% 0.000 $ 0 2008/12/31 0.000 $ 0.00 %
2009/09/30 Exxon Mobil Corp 0.00% 0.000 $ 0 2009/06/30 0.000 $ 0.00 %
2009/09/30 TR 0.00% 0.000 $ 0 2009/06/30 0.000 $ 0.00 %
2009/09/30 Johnson & Johnson 0.00% 0.000 $ 0 2008/09/30 0.000 $ 0.00 %
2009/09/30 Disney Walt Co 0.00% 0.000 $ 0 2008/09/30 0.000 $ 0.00 %
2009/09/30 General Electric Co 0.00% 0.000 $ 0 2008/09/30 0.000 $ 0.00 %
2009/09/30 Procter & Gamble Co 0.00% 0.000 $ 0 2008/12/31 0.000 $ 0.00 %
2009/09/30 Ishares Tr 0.00% 0.000 $ 0 2009/06/30 0.000 $ 0.00 %
2009/09/30 Royal Dutch Shell PLC 0.00% 0.000 $ 0 2008/12/31 0.000 $ 0.00 %
2009/09/30 Sigma Aldrich Corp 0.00% 0.000 $ 0 2008/12/31 0.000 $ 0.00 %
2009/09/30 ISHARES TR 0.00% 0.000 $ 0 2009/06/30 0.000 $ 0.00 %
2009/09/30 PFIZER INC 0.00% 0.000 $ 0 2008/12/31 0.000 $ 0.00 %
2009/09/30 General Mls Inc 0.00% 0.000 $ 0 2008/09/30 0.000 $ 0.00 %
2009/09/30 INDEX F 0.00% 0.000 $ 0 2009/06/30 0.000 $ 0.00 %
2009/09/30 Wal Mart Stores Inc 0.00% 0.000 $ 0 2009/06/30 0.000 $ 0.00 %
2009/09/30 VANGUARD INDEX FDS 0.00% 0.000 $ 0 2009/06/30 0.000 $ 0.00 %
2009/09/30 Evergreen Solar Inc 0.00% 0.000 $ 0 2008/09/30 0.000 $ 0.00 %
2009/09/30 CVX CHEVRON CORP NEW 0.00% 0.000 $ 0 2009/06/30 0.000 $ 0.00 %
2009/09/30 ISHARES TR 0.00% 0.000 $ 0 2009/06/30 0.000 $ 0.00 %
2009/09/30 MANULIFE FINL CORP 0.00% 0.000 $ 0 2008/12/31 0.000 $ 0.00 %