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
$601M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$12.6M
3
+$9.22M
4
LLY icon
Eli Lilly
LLY
+$8.64M
5
WBC
WABCO HOLDINGS INC.
WBC
+$6.32M

Top Sells

1
+$24.3M
2
+$16.1M
3
+$8.52M
4
PX
Praxair Inc
PX
+$8.14M
5
CPAY icon
Corpay
CPAY
+$5.17M

Sector Composition

1 Industrials 28.06%
2 Financials 15.11%
3 Consumer Discretionary 15.08%
4 Healthcare 14.69%
5 Communication Services 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.8M 0.63%
40,000
27
$3.64M 0.61%
32,300
28
$2.44M 0.41%
78,580
29
$2.43M 0.4%
213,000
30
$2.35M 0.39%
36,000
31
$2.15M 0.36%
+65,600
32
$2.13M 0.35%
205,000
+25,000
33
$2.05M 0.34%
36,500
34
$1.92M 0.32%
23,000
35
$1.78M 0.3%
12,917
36
$1.47M 0.24%
14,776
37
$1.47M 0.24%
14,000
-19,000
38
$1.35M 0.23%
16,000
39
$1.22M 0.2%
10,100
-67,485
40
$1.18M 0.2%
3,174
41
$1.18M 0.2%
+13,950
42
$998K 0.17%
6,588
43
$957K 0.16%
+16,500
44
$914K 0.15%
12,100
-300
45
$908K 0.15%
+10,000
46
$905K 0.15%
11,000
47
$870K 0.14%
27,778
48
$816K 0.14%
37,000
+20,000
49
$801K 0.13%
5,700
50
$792K 0.13%
9,312
-3,580
1
2
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