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
$755M
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$8.81M
3
+$8.37M
4
ATR icon
AptarGroup
ATR
+$1.54M
5
MRK icon
Merck
MRK
+$522K

Top Sells

1
+$26M
2
+$21.7M
3
+$3.87M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.61M
5
MA icon
Mastercard
MA
+$1.38M

Sector Composition

1 Communication Services 22.72%
2 Technology 20.02%
3 Consumer Discretionary 19.63%
4 Healthcare 19.62%
5 Financials 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 0.26%
1,389
27
$1.68M 0.22%
21,800
-281,400
28
$1.64M 0.22%
8,453
29
$1.62M 0.21%
9,000
30
$1.47M 0.19%
5,100
31
$1.35M 0.18%
275,000
32
$1.22M 0.16%
7,500
33
$1.08M 0.14%
7,000
34
$1M 0.13%
81,544
35
$939K 0.12%
5,200
36
$937K 0.12%
8,520
37
$893K 0.12%
70,000
+10,000
38
$856K 0.11%
6,600
39
$806K 0.11%
3,043
40
$804K 0.11%
10,012
+6,498
41
$749K 0.1%
6,360
42
$699K 0.09%
12,000
43
$699K 0.09%
22,000
44
$676K 0.09%
5,000
45
$672K 0.09%
4,000
46
$666K 0.09%
3,000
47
$647K 0.09%
2,900
48
$640K 0.08%
4,950
49
$620K 0.08%
13,000
-1,000
50
$551K 0.07%
2,848
1
2
3 4