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
$780M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$11.2M
3
+$10.3M
4
TYL icon
Tyler Technologies
TYL
+$10.3M
5
LHCG
LHC Group LLC
LHCG
+$8.18M

Top Sells

1
+$25.7M
2
+$20.7M
3
+$14.1M
4
LIN icon
Linde
LIN
+$13M
5
ISRG icon
Intuitive Surgical
ISRG
+$5.35M

Sector Composition

1 Communication Services 23.09%
2 Technology 20.78%
3 Consumer Discretionary 19.92%
4 Healthcare 16.54%
5 Financials 16.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.24M 0.42%
23,700
-2,000
27
$2.61M 0.34%
+16,000
28
$2.49M 0.32%
6,850
-4,350
29
$2.4M 0.31%
1,389
+778
30
$1.7M 0.22%
8,453
-64,800
31
$1.57M 0.2%
9,000
-30,600
32
$1.35M 0.17%
5,100
33
$1.27M 0.16%
7,500
34
$1.25M 0.16%
+16,000
35
$1.11M 0.14%
+12,900
36
$1.11M 0.14%
275,000
37
$997K 0.13%
81,544
38
$955K 0.12%
7,000
-188,300
39
$890K 0.11%
60,000
+20,000
40
$884K 0.11%
5,200
41
$860K 0.11%
8,520
42
$851K 0.11%
6,600
43
$818K 0.1%
3,043
44
$752K 0.1%
4,000
45
$732K 0.09%
+14,800
46
$711K 0.09%
6,360
47
$689K 0.09%
4,950
48
$679K 0.09%
3,000
49
$660K 0.08%
14,000
50
$624K 0.08%
2,900
1
2
3 4