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
$591M
AUM Growth
+$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$19.6M
3
+$14.2M
4
CELG
Celgene Corp
CELG
+$13.4M
5
TXN icon
Texas Instruments
TXN
+$7.3M

Top Sells

1
+$25.1M
2
+$18.7M
3
+$16.5M
4
ADP icon
Automatic Data Processing
ADP
+$4.67M
5
BABA icon
Alibaba
BABA
+$2.89M

Sector Composition

1 Consumer Discretionary 23.19%
2 Healthcare 22.91%
3 Communication Services 17.8%
4 Technology 13.81%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.3%
+45,000
27
$1.72M 0.29%
21,300
-1,300
28
$1.6M 0.27%
116,000
+10,000
29
$1.47M 0.25%
85,000
30
$1.29M 0.22%
12,300
-800
31
$1.23M 0.21%
3,174
32
$1.19M 0.2%
27,778
33
$1.09M 0.18%
80,000
34
$1.05M 0.18%
+14,200
35
$1.02M 0.17%
213,000
36
$996K 0.17%
11,700
37
$874K 0.15%
6,600
38
$861K 0.15%
+10,000
39
$834K 0.14%
5,200
40
$810K 0.14%
10,520
41
$794K 0.13%
7,500
42
$770K 0.13%
9,370
43
$764K 0.13%
9,312
44
$759K 0.13%
37,000
45
$716K 0.12%
14,000
46
$639K 0.11%
70,000
47
$605K 0.1%
5,100
48
$604K 0.1%
4,850
49
$579K 0.1%
+10,000
50
$571K 0.1%
6,504
+1,044
1
2
3 4