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
$526M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$9.14M
3
+$6.83M
4
BFH icon
Bread Financial
BFH
+$5.39M
5
IHS
IHS INC CL-A COM STK
IHS
+$4.43M

Top Sells

1
+$13.7M
2
+$4.99M
3
+$4.93M
4
JPM icon
JPMorgan Chase
JPM
+$4.86M
5
IFF icon
International Flavors & Fragrances
IFF
+$4.32M

Sector Composition

1 Industrials 26.59%
2 Financials 18.28%
3 Communication Services 12.17%
4 Consumer Discretionary 11.29%
5 Technology 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.77M 0.91%
43,900
-13,000
27
$4.43M 0.84%
+38,800
28
$3.68M 0.7%
89,242
29
$3.59M 0.68%
+46,000
30
$3.4M 0.65%
36,300
-5,000
31
$3.21M 0.61%
51,800
-1,000
32
$3.1M 0.59%
37,100
33
$2.82M 0.54%
24,400
+16,900
34
$2.52M 0.48%
40,000
35
$2.5M 0.48%
37,600
+3,400
36
$2.35M 0.45%
104,000
+29,000
37
$2.25M 0.43%
205,000
38
$1.87M 0.36%
20,300
39
$1.74M 0.33%
32,400
+7,000
40
$1.58M 0.3%
28,700
+13,000
41
$1.42M 0.27%
14,232
-1,316
42
$1.4M 0.27%
21,200
43
$1.36M 0.26%
27,500
44
$1.32M 0.25%
3,261
45
$1.21M 0.23%
14,062
-29,222
46
$1.19M 0.23%
20,400
47
$1.13M 0.22%
36,500
48
$887K 0.17%
7,300
-5,500
49
$858K 0.16%
9,420
50
$819K 0.16%
12,500
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