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
$715M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$19.1M
3
+$18.2M
4
PX
Praxair Inc
PX
+$11.2M
5
JPM icon
JPMorgan Chase
JPM
+$8.81M

Top Sells

1
+$30.9M
2
+$21.3M
3
+$20.9M
4
CCL icon
Carnival Corp
CCL
+$9.83M
5
VMC icon
Vulcan Materials
VMC
+$8.01M

Sector Composition

1 Consumer Discretionary 24.14%
2 Technology 20.47%
3 Communication Services 17.97%
4 Healthcare 16.42%
5 Financials 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.22M 0.45%
255,000
+10,000
27
$2.94M 0.41%
17,000
28
$2.38M 0.33%
13,600
29
$1.77M 0.25%
6,000
-1,000
30
$1.69M 0.24%
30,000
31
$1.56M 0.22%
3,174
32
$1.47M 0.2%
22,839
+1,539
33
$1.43M 0.2%
12,200
34
$1.42M 0.2%
11,700
35
$1.4M 0.2%
20,000
+10,000
36
$1.26M 0.18%
+24,048
37
$1.22M 0.17%
35,000
-40,000
38
$1.07M 0.15%
74,000
39
$1.04M 0.15%
5,200
40
$1.01M 0.14%
7,500
41
$908K 0.13%
10,520
42
$884K 0.12%
6,449
-155,219
43
$880K 0.12%
70,000
-10,000
44
$871K 0.12%
9,370
45
$866K 0.12%
70,000
46
$858K 0.12%
14,000
47
$858K 0.12%
6,600
48
$784K 0.11%
+38,340
49
$779K 0.11%
9,312
50
$688K 0.1%
+10,100
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