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
$639M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$1.92M
3
+$1.15M
4
TDOC icon
Teladoc Health
TDOC
+$1.04M
5
MSFT icon
Microsoft
MSFT
+$951K

Top Sells

1
+$7.3M
2
+$1.88M
3
+$1.08M
4
XLNX
Xilinx Inc
XLNX
+$579K
5
MKTX icon
MarketAxess Holdings
MKTX
+$562K

Sector Composition

1 Consumer Discretionary 24.26%
2 Healthcare 23.28%
3 Communication Services 17.51%
4 Technology 13.14%
5 Industrials 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 0.36%
55,000
+10,000
27
$1.92M 0.3%
+13,600
28
$1.86M 0.29%
17,000
+7,000
29
$1.67M 0.26%
21,300
30
$1.48M 0.23%
3,174
31
$1.35M 0.21%
12,300
32
$1.22M 0.19%
27,778
33
$1.22M 0.19%
11,700
34
$1.15M 0.18%
94,000
-22,000
35
$1.15M 0.18%
+62,109
36
$1.1M 0.17%
14,200
37
$1.05M 0.16%
213,000
38
$1.04M 0.16%
+30,000
39
$1.02M 0.16%
80,000
40
$914K 0.14%
10,520
41
$901K 0.14%
37,000
42
$831K 0.13%
5,200
43
$817K 0.13%
7,500
44
$812K 0.13%
6,600
45
$789K 0.12%
14,000
46
$752K 0.12%
9,312
47
$726K 0.11%
9,370
48
$714K 0.11%
16,200
+9,500
49
$676K 0.11%
5,100
50
$642K 0.1%
4,850
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