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
$532M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$10.4M
3
+$5.54M
4
SBAC icon
SBA Communications
SBAC
+$3.99M
5
JLL icon
Jones Lang LaSalle
JLL
+$3.03M

Top Sells

1
+$37.5M
2
+$26.5M
3
+$8.22M
4
AAPL icon
Apple
AAPL
+$2.46M
5
HON icon
Honeywell
HON
+$2.42M

Sector Composition

1 Industrials 28.15%
2 Financials 18.28%
3 Healthcare 17.77%
4 Communication Services 14.18%
5 Consumer Discretionary 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 0.62%
34,100
+26,700
27
$2.83M 0.53%
32,300
28
$2.82M 0.53%
+61,563
29
$2.43M 0.46%
+24,700
30
$2.17M 0.41%
225,000
+20,000
31
$2.11M 0.4%
25,250
+7,000
32
$1.85M 0.35%
213,000
33
$1.74M 0.33%
31,000
-5,000
34
$1.24M 0.23%
38,000
-27,600
35
$1.18M 0.22%
3,174
36
$1.03M 0.19%
48,000
+20,000
37
$963K 0.18%
+10,800
38
$952K 0.18%
6,588
39
$907K 0.17%
27,778
40
$821K 0.15%
11,000
41
$810K 0.15%
7,420
42
$763K 0.14%
17,000
43
$717K 0.13%
12,100
44
$694K 0.13%
10,520
45
$692K 0.13%
9,312
46
$688K 0.13%
37,000
47
$663K 0.12%
5,600
-100
48
$646K 0.12%
9,370
49
$575K 0.11%
6,500
-4,410
50
$552K 0.1%
+6,696
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