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
$738M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$1.4M
3
+$299K
4
ITMR
Itamar Medical Ltd. American Depository Shares
ITMR
+$118K
5
AMBR
Amber International Holding Ltd
AMBR
+$71K

Top Sells

1
+$8.61M
2
+$8.18M
3
+$6.4M
4
AMZN icon
Amazon
AMZN
+$6.28M
5
TTD icon
Trade Desk
TTD
+$4.61M

Sector Composition

1 Healthcare 25.43%
2 Communication Services 20.42%
3 Technology 19.62%
4 Consumer Discretionary 18.51%
5 Financials 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.19%
+18,750
27
$1.35M 0.18%
4,750
-350
28
$1.06M 0.14%
7,500
29
$1.05M 0.14%
10,520
30
$995K 0.13%
5,750
-2,703
31
$960K 0.13%
275,000
32
$742K 0.1%
8,620
-34,100
33
$722K 0.1%
12,000
34
$718K 0.1%
22,000
35
$675K 0.09%
5,200
36
$649K 0.09%
4,950
37
$609K 0.08%
6,600
38
$603K 0.08%
81,544
39
$599K 0.08%
3,000
40
$573K 0.08%
6,360
41
$528K 0.07%
2,900
42
$527K 0.07%
4,000
43
$484K 0.07%
2,650
44
$466K 0.06%
3,000
45
$443K 0.06%
37,631
+10,000
46
$442K 0.06%
3,000
47
$400K 0.05%
4,000
48
$340K 0.05%
9,000
-2,000
49
$330K 0.04%
2,000
50
$325K 0.04%
3,800
1
2
3