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
$737M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.1M
3
+$9.83M
4
BABA icon
Alibaba
BABA
+$2.63M
5
CDW icon
CDW
CDW
+$1.99M

Top Sells

1
+$19.2M
2
+$18.5M
3
+$9.03M
4
MA icon
Mastercard
MA
+$3.23M
5
AMZN icon
Amazon
AMZN
+$2.58M

Sector Composition

1 Communication Services 23.11%
2 Consumer Discretionary 20.6%
3 Healthcare 19.38%
4 Technology 17.11%
5 Financials 14.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.36M 0.46%
12,600
27
$3.04M 0.41%
31,525
+20,625
28
$2.97M 0.4%
25,700
29
$1.56M 0.21%
15,000
-184,700
30
$1.25M 0.17%
7,500
31
$1.24M 0.17%
5,100
32
$1.12M 0.15%
10,520
33
$1.1M 0.15%
+33,400
34
$1.09M 0.15%
81,544
35
$965K 0.13%
275,000
36
$933K 0.13%
8,520
37
$892K 0.12%
5,200
38
$884K 0.12%
6,600
39
$881K 0.12%
3,043
40
$746K 0.1%
14,000
41
$730K 0.1%
2,900
42
$692K 0.09%
4,950
43
$673K 0.09%
611
+167
44
$644K 0.09%
6,360
45
$618K 0.08%
40,000
46
$611K 0.08%
4,000
47
$591K 0.08%
7,312
-2,000
48
$580K 0.08%
12,000
49
$573K 0.08%
3,000
50
$554K 0.08%
22,000
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