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
$970M
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$14.5M
3
+$7.08M
4
AVLR
Avalara, Inc.
AVLR
+$5.47M
5
VEEV icon
Veeva Systems
VEEV
+$1.1M

Top Sells

1
+$44.5M
2
+$2.43M
3
+$1.95M
4
LHCG
LHC Group LLC
LHCG
+$1.75M
5
BA icon
Boeing
BA
+$1.63M

Sector Composition

1 Communication Services 23.41%
2 Technology 23.31%
3 Healthcare 20.01%
4 Consumer Discretionary 18.95%
5 Financials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.09M 0.32%
1,389
27
$2.25M 0.23%
16,620
+8,000
28
$1.71M 0.18%
9,000
29
$1.49M 0.15%
4,900
+150
30
$1.49M 0.15%
275,000
31
$1.27M 0.13%
7,500
32
$1.22M 0.13%
5,750
33
$1.18M 0.12%
10,520
34
$1.1M 0.11%
+4,700
35
$1.1M 0.11%
22,000
+12,000
36
$1.06M 0.11%
22,000
37
$1.06M 0.11%
17,600
+5,600
38
$953K 0.1%
5,200
39
$877K 0.09%
9,320
+2,960
40
$724K 0.07%
3,000
41
$724K 0.07%
7,600
+3,800
42
$700K 0.07%
37,631
43
$696K 0.07%
4,950
44
$651K 0.07%
81,544
45
$598K 0.06%
4,000
46
$576K 0.06%
3,000
47
$552K 0.06%
3,000
48
$523K 0.05%
2,900
49
$519K 0.05%
2,817
50
$508K 0.05%
4,000
1
2
3