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
$631M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$299K
3
+$93.8K
4
JPM icon
JPMorgan Chase
JPM
+$87.9K

Top Sells

1
+$12.5M
2
+$2.49M
3
+$2.26M
4
TTWO icon
Take-Two Interactive
TTWO
+$2.21M
5
COHR
Coherent Inc
COHR
+$1.79M

Sector Composition

1 Healthcare 22.46%
2 Communication Services 22.21%
3 Consumer Discretionary 20.11%
4 Technology 15.72%
5 Financials 12.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 0.45%
12,600
27
$2.56M 0.41%
25,700
28
$2.19M 0.35%
34,300
-2,000
29
$1.94M 0.31%
6,000
30
$1.37M 0.22%
22,700
31
$1.21M 0.19%
81,544
32
$1.04M 0.16%
5,100
33
$1.04M 0.16%
7,500
34
$990K 0.16%
10,520
35
$911K 0.14%
3,043
36
$883K 0.14%
10,900
37
$787K 0.12%
8,520
38
$783K 0.12%
5,100
39
$776K 0.12%
5,200
40
$743K 0.12%
6,600
41
$639K 0.1%
4,950
42
$635K 0.1%
9,312
43
$621K 0.1%
6,360
+900
44
$598K 0.09%
14,000
45
$560K 0.09%
40,000
46
$547K 0.09%
2,900
47
$541K 0.09%
2,650
48
$521K 0.08%
12,000
49
$515K 0.08%
38,340
50
$501K 0.08%
22,000
1
2
3 4