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
$842M
AUM Growth
+$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$4.1M
3
+$1.82M
4
BA icon
Boeing
BA
+$1.61M
5
GH icon
Guardant Health
GH
+$1.53M

Top Sells

1
+$10.6M
2
+$4.37M
3
+$3.8M
4
MSFT icon
Microsoft
MSFT
+$1.83M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.77M

Sector Composition

1 Communication Services 23.91%
2 Healthcare 20.1%
3 Consumer Discretionary 19.26%
4 Technology 18.61%
5 Financials 12.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.24%
1,389
27
$1.8M 0.21%
8,453
28
$1.77M 0.21%
9,000
29
$1.5M 0.18%
5,100
30
$1.36M 0.16%
7,500
31
$1.22M 0.14%
10,520
-37,840
32
$1.15M 0.14%
81,544
33
$1.07M 0.13%
5,200
34
$1.03M 0.12%
70,000
35
$1.02M 0.12%
+37,600
36
$910K 0.11%
6,600
37
$887K 0.11%
6,360
38
$832K 0.1%
22,000
39
$824K 0.1%
4,000
40
$726K 0.09%
12,000
41
$722K 0.09%
4,950
42
$705K 0.08%
3,000
43
$678K 0.08%
2,900
44
$671K 0.08%
3,043
45
$600K 0.07%
2,650
46
$524K 0.06%
11,000
-2,000
47
$513K 0.06%
4,000
-82,400
48
$510K 0.06%
7,312
49
$473K 0.06%
3,800
50
$465K 0.06%
3,000
-2,000
1
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