WMC

Westwood Management Corporation Portfolio holdings

AUM $270M
1-Year Est. Return 54.59%
This Quarter Est. Return
1 Year Est. Return
+54.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$465M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$30M
3
+$29.1M
4
MIDD icon
Middleby
MIDD
+$27.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$27M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 30.17%
2 Financials 18.78%
3 Consumer Discretionary 11.37%
4 Technology 9.33%
5 Healthcare 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.26M 1.13%
+83,300
27
$5.22M 1.12%
+114,925
28
$4.93M 1.06%
+68,100
29
$4.32M 0.93%
+57,500
30
$3.91M 0.84%
+43,284
31
$3.7M 0.79%
+89,242
32
$3.7M 0.79%
+41,300
33
$2.72M 0.58%
+37,100
34
$2.67M 0.57%
+42,918
35
$2.55M 0.55%
+52,800
36
$2.29M 0.49%
+205,000
37
$2.16M 0.46%
+34,200
38
$2.14M 0.46%
+40,000
39
$1.72M 0.37%
+20,300
40
$1.57M 0.34%
+75,000
41
$1.51M 0.33%
+12,800
42
$1.42M 0.31%
+15,548
43
$1.34M 0.29%
+27,500
44
$1.31M 0.28%
+17,500
45
$1.15M 0.25%
+21,200
46
$1.12M 0.24%
+25,400
47
$1.09M 0.24%
+3,261
48
$1.05M 0.23%
+20,400
49
$996K 0.21%
+37,251
50
$898K 0.19%
+36,500
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