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
$597M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$10.9M
3
+$2.58M
4
AMP icon
Ameriprise Financial
AMP
+$2.32M
5
UPS icon
United Parcel Service
UPS
+$2.3M

Top Sells

1
+$15.4M
2
+$6.46M
3
+$5.11M
4
IHS
IHS INC CL-A COM STK
IHS
+$4.43M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$3.59M

Sector Composition

1 Industrials 28.97%
2 Financials 19.41%
3 Technology 12.05%
4 Communication Services 11.27%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.57M 0.93%
43,324
-576
27
$4.41M 0.74%
69,200
+40,500
28
$3.73M 0.62%
36,000
-300
29
$3.51M 0.59%
51,800
30
$3.47M 0.58%
89,242
31
$3.41M 0.57%
29,620
+20,200
32
$3.33M 0.56%
35,100
-2,000
33
$3.09M 0.52%
118,800
+14,800
34
$3.07M 0.51%
38,600
+1,000
35
$2.97M 0.5%
40,000
36
$2.76M 0.46%
213,000
+8,000
37
$2.64M 0.44%
22,200
-54,253
38
$2.3M 0.39%
+21,900
39
$2.22M 0.37%
38,600
+6,200
40
$2.04M 0.34%
3,174
-87
41
$1.9M 0.32%
23,200
+2,000
42
$1.67M 0.28%
14,232
43
$1.47M 0.25%
36,500
44
$1.27M 0.21%
12,562
-1,500
45
$1.18M 0.2%
135,000
+65,000
46
$1.18M 0.2%
20,400
47
$999K 0.17%
8,600
-15,800
48
$956K 0.16%
16,000
49
$912K 0.15%
7,300
50
$881K 0.15%
12,400
-100
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