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
$562M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$22.6M
3
+$21.1M
4
MSFT icon
Microsoft
MSFT
+$1.76M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.43M

Top Sells

1
+$20.9M
2
+$16.5M
3
+$10.6M
4
MMM icon
3M
MMM
+$8.55M
5
TRU icon
TransUnion
TRU
+$5.67M

Sector Composition

1 Healthcare 24.78%
2 Consumer Discretionary 23.55%
3 Communication Services 18.07%
4 Technology 8.52%
5 Financials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 0.37%
245,000
27
$2.06M 0.37%
24,800
+4,800
28
$2.01M 0.36%
31,000
29
$1.75M 0.31%
126,000
+10,000
30
$1.66M 0.3%
50,000
+16,000
31
$1.66M 0.3%
213,000
32
$1.43M 0.25%
+11,330
33
$1.06M 0.19%
27,778
34
$1.02M 0.18%
3,174
35
$970K 0.17%
80,000
36
$963K 0.17%
12,000
-12,000
37
$942K 0.17%
11,700
38
$900K 0.16%
6,600
39
$881K 0.16%
9,900
+2,500
40
$814K 0.14%
10,520
41
$813K 0.14%
9,312
42
$796K 0.14%
+9,123
43
$766K 0.14%
+12,000
44
$758K 0.13%
65,000
+25,000
45
$731K 0.13%
7,500
+2,000
46
$692K 0.12%
14,000
47
$677K 0.12%
9,370
48
$658K 0.12%
37,000
49
$653K 0.12%
5,200
+1,200
50
$616K 0.11%
5,100
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