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WINDSOR CAPITAL MANAGEMENT, LLC Information

20860 NORTH TATUM BLVD., PHOENIX, Arizona, 85050, (480) 515-3514

Report Date: 12/31/2019

Position Statistics

Total Positions 125
New Positions 5
Increased Positions 63
Decreased Positions 59
Positions with Activity 122
Sold Out Positions 7
Total Mkt Value (in $ millions) 197

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 0.86%
Basic Materials 0.13%
Industrials 1.17%
Consumer Cyclicals 1.85%
Consumer Non-Cyclicals 2.82%
Financials 75.54%
Healthcare 2%
Technology 3.62%
Telecommunication Services 1%
Utilities 0.63%

5 New Positions as of 12/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
V F CORP COM 454 454 New 7,590
JOHNSON CTLS INTL PLC SHS 426 426 New 16,074
CENTERPOINT ENERGY INC COM 391 391 New 24,114
ABBVIE INC COM 179 179 New 2,377
AMERICAN EXPRESS CO COM 172 172 New 1,906