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
$587M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$7.77M
3
+$5.26M
4
WBA
Walgreens Boots Alliance
WBA
+$2.64M
5
META icon
Meta Platforms (Facebook)
META
+$1.19M

Top Sells

1
+$8.63M
2
+$8.41M
3
+$5.68M
4
AMP icon
Ameriprise Financial
AMP
+$2.77M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$1.92M

Sector Composition

1 Industrials 25.02%
2 Financials 16.87%
3 Healthcare 16.04%
4 Consumer Discretionary 15.32%
5 Communication Services 11.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.77M 0.64%
40,000
27
$3.71M 0.63%
32,300
28
$2.46M 0.42%
78,580
29
$2.42M 0.41%
24,846
+10,070
30
$2.38M 0.4%
205,000
31
$2.36M 0.4%
65,600
32
$2.35M 0.4%
36,000
33
$1.82M 0.31%
213,000
34
$1.67M 0.28%
10,800
+7,100
35
$1.67M 0.28%
12,917
36
$1.6M 0.27%
14,000
37
$1.52M 0.26%
18,250
-100,700
38
$1.48M 0.25%
36,500
39
$1.33M 0.23%
3,174
40
$1.16M 0.2%
9,700
-400
41
$1.04M 0.18%
10,910
-90,560
42
$957K 0.16%
27,778
43
$927K 0.16%
7,420
-22,200
44
$909K 0.15%
11,000
45
$895K 0.15%
12,100
46
$890K 0.15%
6,588
47
$889K 0.15%
37,000
48
$776K 0.13%
7,400
49
$775K 0.13%
9,312
50
$698K 0.12%
17,000
1
2
3 4