WINDWARD INVESTMENT MANAGEMENT INC
CRD #109405 SEC #801-57508 BOSTON, MA 617-241-8600
SEC Registered
Total AUM
$2.4B
Discretionary
$2.3B
Employees
--
Clients
--
Accounts
5,180
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2010 | $3.5B | $3.4B | $44M | -- | -- |
| May 2010 | $3.5B | $3.4B | $44M | -- | -- |
| Sep 2009 | $2.8B | $2.7B | $153M | -- | -- |
| Mar 2009 | $2.4B | $2.3B | $149M | -- | -- |
| Mar 2008 | $1.8B | $1.7B | $132.1M | -- | -- |
| Mar 2008 | $1.6B | $1.5B | $70.9M | -- | -- |
| Jan 2008 | $1.6B | $1.5B | $70.9M | -- | -- |
| Jan 2008 | $1.6B | $1.5B | $70.9M | -- | -- |
| Oct 2007 | $1.6B | $1.5B | $70.9M | -- | -- |
| Sep 2007 | $1.4B | $1.3B | $95.6M | -- | -- |
| Aug 2007 | $1.4B | $1.3B | $95.6M | -- | -- |
| May 2007 | $1.1B | $1.1B | $79.2M | -- | -- |
| Mar 2007 | $1B | $948.7M | $83.3M | -- | -- |
| Mar 2007 | $903.1M | $846.6M | $56.5M | 10 | -- |
| Nov 2006 | $903.1M | $846.6M | $56.5M | 10 | -- |
| Feb 2006 | $538.4M | $522M | $16.4M | 10 | -- |
| Nov 2005 | $465.3M | $456.4M | $8.9M | 10 | -- |
| Oct 2005 | $465.3M | $456.4M | $8.9M | 10 | -- |
| Feb 2005 | $276.3M | $272.3M | $4M | 10 | -- |
| Jan 2005 | $243.7M | $238.1M | $5.6M | 10 | -- |
| Aug 2004 | $223.3M | $219.1M | $4.2M | 10 | -- |
| Apr 2004 | $209M | $205.9M | $3.1M | 10 | -- |
| Jan 2004 | $165.3M | $165.3M | $0 | 10 | -- |
| Dec 2003 | $151.7M | $151.7M | $0 | 10 | -- |
| Nov 2003 | $136.6M | $136.6M | $0 | 10 | -- |
| Mar 2002 | $69.4M | $69.4M | $0 | 5 | -- |
| Jul 2001 | $33M | $33M | $0 | 5 | -- |
DateMay 2010
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$44M
Employees--
Clients--
DateMay 2010
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$44M
Employees--
Clients--
DateSep 2009
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$153M
Employees--
Clients--
DateMar 2009
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$149M
Employees--
Clients--
DateMar 2008
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$132.1M
Employees--
Clients--
DateMar 2008
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$70.9M
Employees--
Clients--
DateJan 2008
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$70.9M
Employees--
Clients--
DateJan 2008
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$70.9M
Employees--
Clients--
DateOct 2007
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$70.9M
Employees--
Clients--
DateSep 2007
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$95.6M
Employees--
Clients--
DateAug 2007
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$95.6M
Employees--
Clients--
DateMay 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$79.2M
Employees--
Clients--
DateMar 2007
Total AUM$1B
Discretionary$948.7M
Non-Disc.$83.3M
Employees--
Clients--
DateMar 2007
Total AUM$903.1M
Discretionary$846.6M
Non-Disc.$56.5M
Employees10
Clients--
DateNov 2006
Total AUM$903.1M
Discretionary$846.6M
Non-Disc.$56.5M
Employees10
Clients--
DateFeb 2006
Total AUM$538.4M
Discretionary$522M
Non-Disc.$16.4M
Employees10
Clients--
DateNov 2005
Total AUM$465.3M
Discretionary$456.4M
Non-Disc.$8.9M
Employees10
Clients--
DateOct 2005
Total AUM$465.3M
Discretionary$456.4M
Non-Disc.$8.9M
Employees10
Clients--
DateFeb 2005
Total AUM$276.3M
Discretionary$272.3M
Non-Disc.$4M
Employees10
Clients--
DateJan 2005
Total AUM$243.7M
Discretionary$238.1M
Non-Disc.$5.6M
Employees10
Clients--
DateAug 2004
Total AUM$223.3M
Discretionary$219.1M
Non-Disc.$4.2M
Employees10
Clients--
DateApr 2004
Total AUM$209M
Discretionary$205.9M
Non-Disc.$3.1M
Employees10
Clients--
DateJan 2004
Total AUM$165.3M
Discretionary$165.3M
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$151.7M
Discretionary$151.7M
Non-Disc.$0
Employees10
Clients--
DateNov 2003
Total AUM$136.6M
Discretionary$136.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$69.4M
Discretionary$69.4M
Non-Disc.$0
Employees5
Clients--
DateJul 2001
Total AUM$33M
Discretionary$33M
Non-Disc.$0
Employees5
Clients--