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
$526M
AUM Growth
-$1.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$27.8M
3
+$16.9M
4
MMM icon
3M
MMM
+$14.7M
5
FI icon
Fiserv
FI
+$11.2M

Top Sells

1
+$32.4M
2
+$29.3M
3
+$28.8M
4
WM icon
Waste Management
WM
+$17M
5
COST icon
Costco
COST
+$9.85M

Sector Composition

1 Consumer Discretionary 18.74%
2 Healthcare 18.13%
3 Technology 17.41%
4 Communication Services 17.37%
5 Financials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.37%
245,000
27
$1.89M 0.36%
24,000
28
$1.75M 0.33%
116,000
+13,000
29
$1.67M 0.32%
31,000
30
$1.59M 0.3%
213,000
31
$1.48M 0.28%
20,000
+9,000
32
$1.11M 0.21%
+34,000
33
$1.08M 0.21%
3,174
34
$1.01M 0.19%
27,778
35
$945K 0.18%
80,000
36
$873K 0.17%
9,312
37
$871K 0.17%
6,600
+1,000
38
$860K 0.16%
11,700
39
$832K 0.16%
10,520
40
$742K 0.14%
9,370
41
$708K 0.13%
7,400
-27,200
42
$617K 0.12%
14,000
43
$580K 0.11%
5,231
44
$574K 0.11%
37,000
45
$573K 0.11%
5,100
46
$480K 0.09%
5,500
47
$440K 0.08%
10,000
48
$432K 0.08%
4,000
49
$411K 0.08%
7,200
50
$408K 0.08%
2,900
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