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
$669M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$2.68M
3
+$2.11M
4
TDOC icon
Teladoc Health
TDOC
+$1.49M
5
BA icon
Boeing
BA
+$1.27M

Top Sells

1
+$28.1M
2
+$1.22M
3
+$1.1M
4
ULTA icon
Ulta Beauty
ULTA
+$746K
5
LH icon
Labcorp
LH
+$423K

Sector Composition

1 Healthcare 23.55%
2 Consumer Discretionary 23.41%
3 Communication Services 18.77%
4 Technology 16.42%
5 Financials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 0.43%
55,000
27
$2.49M 0.37%
75,000
+45,000
28
$2.19M 0.33%
17,000
29
$2.05M 0.31%
31,000
30
$2.03M 0.3%
13,600
31
$1.78M 0.27%
7,000
+5,000
32
$1.7M 0.25%
3,174
33
$1.54M 0.23%
21,300
34
$1.45M 0.22%
30,000
+13,800
35
$1.36M 0.2%
11,700
36
$1.33M 0.2%
12,200
-100
37
$966K 0.14%
74,000
-20,000
38
$948K 0.14%
80,000
39
$910K 0.14%
5,200
40
$908K 0.14%
10,520
41
$870K 0.13%
7,500
42
$832K 0.12%
14,000
43
$811K 0.12%
6,600
44
$809K 0.12%
213,000
45
$785K 0.12%
37,000
46
$763K 0.11%
9,312
47
$749K 0.11%
9,370
48
$713K 0.11%
5,100
49
$631K 0.09%
4,850
50
$621K 0.09%
6,504
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