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
$750M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$7.94M
3
+$6.74M
4
ISRG icon
Intuitive Surgical
ISRG
+$3.3M
5
PTC icon
PTC
PTC
+$3M

Top Sells

1
+$22.2M
2
+$20.6M
3
+$2.21M
4
LH icon
Labcorp
LH
+$1.8M
5
PPG icon
PPG Industries
PPG
+$1.36M

Sector Composition

1 Consumer Discretionary 23.5%
2 Healthcare 22.25%
3 Communication Services 18.41%
4 Technology 15.57%
5 Financials 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3M 0.4%
+32,000
27
$2.97M 0.4%
25,700
28
$2.84M 0.38%
35,200
+31,800
29
$2.08M 0.28%
+87,760
30
$2.01M 0.27%
6,000
31
$1.76M 0.23%
275,000
32
$1.71M 0.23%
37,548
+13,900
33
$1.66M 0.22%
3,087
-87
34
$1.39M 0.19%
23,500
-19,700
35
$1.25M 0.17%
70,000
36
$1.09M 0.15%
10,460
-197,498
37
$1.07M 0.14%
5,100
38
$1.06M 0.14%
7,500
39
$982K 0.13%
10,520
40
$945K 0.13%
42,000
+5,000
41
$849K 0.11%
+13,300
42
$843K 0.11%
16,500
+3,500
43
$828K 0.11%
14,000
44
$828K 0.11%
6,600
45
$814K 0.11%
8,520
46
$810K 0.11%
5,200
47
$770K 0.1%
9,312
48
$717K 0.1%
10,800
+3,000
49
$700K 0.09%
40,000
50
$613K 0.08%
38,340
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