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
$528M
AUM Growth
-$5.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17M
3
+$13M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.1M
5
ACN icon
Accenture
ACN
+$5.46M

Top Sells

1
+$18.2M
2
+$17.1M
3
+$16.1M
4
NFLX icon
Netflix
NFLX
+$11.6M
5
MIDD icon
Middleby
MIDD
+$6.05M

Sector Composition

1 Industrials 20.76%
2 Healthcare 19.56%
3 Communication Services 17.64%
4 Technology 14.79%
5 Consumer Discretionary 12.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.41%
245,000
+20,000
27
$2.12M 0.4%
20,100
-24,400
28
$1.85M 0.35%
+14,000
29
$1.76M 0.33%
+17,200
30
$1.73M 0.33%
24,000
31
$1.6M 0.3%
31,000
32
$1.51M 0.29%
19,800
+1,000
33
$1.31M 0.25%
3,174
34
$1.3M 0.25%
213,000
35
$1.29M 0.25%
+103,000
36
$925K 0.18%
19,000
37
$901K 0.17%
27,778
38
$825K 0.16%
10,520
39
$815K 0.15%
48,000
40
$807K 0.15%
80,000
+20,000
41
$781K 0.15%
11,700
42
$778K 0.15%
9,312
43
$742K 0.14%
11,000
44
$712K 0.13%
5,600
45
$710K 0.13%
9,370
46
$584K 0.11%
5,100
47
$559K 0.11%
+5,231
48
$549K 0.1%
37,000
49
$534K 0.1%
14,000
50
$475K 0.09%
10,000
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