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
$580M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$12M
3
+$11.9M
4
CPAY icon
Corpay
CPAY
+$5.17M
5
MSFT icon
Microsoft
MSFT
+$4.22M

Top Sells

1
+$38.8M
2
+$20.7M
3
+$6.13M
4
EOG icon
EOG Resources
EOG
+$5.96M
5
M icon
Macy's
M
+$5.83M

Sector Composition

1 Industrials 27.41%
2 Financials 17.22%
3 Healthcare 16.81%
4 Consumer Discretionary 14.65%
5 Communication Services 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.22M 0.73%
+90,800
27
$3.92M 0.67%
29,620
28
$3.75M 0.65%
+48,100
29
$3.73M 0.64%
32,300
30
$3.48M 0.6%
40,000
31
$3.11M 0.54%
33,000
+27,700
32
$2.6M 0.45%
36,000
-8,000
33
$2.36M 0.41%
213,000
34
$2.17M 0.37%
+78,580
35
$2.08M 0.36%
180,000
+45,000
36
$2.07M 0.36%
+13,800
37
$1.86M 0.32%
23,000
-33,400
38
$1.79M 0.31%
36,500
39
$1.77M 0.31%
12,917
40
$1.41M 0.24%
+14,776
41
$1.34M 0.23%
3,174
42
$1.24M 0.21%
35,482
43
$1.22M 0.21%
16,000
44
$1.19M 0.21%
12,892
45
$938K 0.16%
12,400
46
$934K 0.16%
6,588
+1,800
47
$929K 0.16%
9,990
-23,800
48
$913K 0.16%
27,778
49
$782K 0.13%
11,000
-1,200
50
$747K 0.13%
70,000
1
2
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