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
$586M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$6.39M
3
+$6.09M
4
AKAM icon
Akamai
AKAM
+$5.31M
5
WBA
Walgreens Boots Alliance
WBA
+$5.08M

Top Sells

1
+$16.1M
2
+$8.3M
3
+$7.01M
4
CB icon
Chubb
CB
+$3.73M
5
CMCSA icon
Comcast
CMCSA
+$3.09M

Sector Composition

1 Industrials 32.03%
2 Financials 15.11%
3 Communication Services 11.4%
4 Consumer Discretionary 10.44%
5 Technology 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.49M 0.94%
73,128
-100
27
$5.31M 0.91%
+91,200
28
$4.8M 0.82%
40,124
-3,200
29
$4.71M 0.8%
76,300
+7,100
30
$3.4M 0.58%
35,100
31
$3.26M 0.56%
29,620
32
$3.22M 0.55%
40,400
+1,800
33
$3.1M 0.53%
40,000
34
$2.89M 0.49%
44,000
-7,800
35
$2.33M 0.4%
213,000
36
$2.05M 0.35%
52,685
-36,557
37
$2.04M 0.35%
3,174
38
$1.61M 0.28%
14,232
39
$1.47M 0.25%
36,500
40
$1.23M 0.21%
12,562
41
$971K 0.17%
+14,300
42
$933K 0.16%
12,908
+3,192
43
$931K 0.16%
12,400
44
$915K 0.16%
+14,000
45
$828K 0.14%
135,000
46
$813K 0.14%
+9,800
47
$741K 0.13%
70,000
+20,000
48
$722K 0.12%
30,186
49
$720K 0.12%
8,000
+1,400
50
$699K 0.12%
12,200
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2
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