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
$1.1B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.87M
3
+$3.82M
4
LIN icon
Linde
LIN
+$3.36M
5
LHCG
LHC Group LLC
LHCG
+$1.43M

Top Sells

1
+$26.7M
2
+$10.9M
3
+$3.1M
4
AMZN icon
Amazon
AMZN
+$2.36M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.71M

Sector Composition

1 Communication Services 23.62%
2 Technology 22.13%
3 Healthcare 19.85%
4 Consumer Discretionary 19.7%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 0.25%
38,500
+16,500
27
$1.74M 0.16%
4,900
28
$1.48M 0.13%
7,500
29
$1.43M 0.13%
8,620
-8,000
30
$1.32M 0.12%
4,700
31
$1.19M 0.11%
10,520
32
$1.11M 0.1%
175,000
-100,000
33
$1.05M 0.1%
5,200
34
$916K 0.08%
13,204
-4,396
35
$894K 0.08%
3,000
36
$737K 0.07%
4,950
37
$612K 0.06%
6,360
-2,960
38
$571K 0.05%
4,000
39
$564K 0.05%
2,650
40
$564K 0.05%
5,472
-259,350
41
$514K 0.05%
3,000
42
$488K 0.04%
3,000
43
$466K 0.04%
2,817
44
$429K 0.04%
1,900
45
$429K 0.04%
3,000
46
$391K 0.04%
2,000
-900
47
$388K 0.04%
19,000
-18,631
48
$381K 0.03%
3,800
-3,800
49
$347K 0.03%
1,500
50
$345K 0.03%
41,544
-40,000
1
2
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