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
$1.19B
AUM Growth
+$90.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$12.5M
3
+$10.9M
4
AVLR
Avalara, Inc.
AVLR
+$9.85M
5
NTRA icon
Natera
NTRA
+$6.56M

Top Sells

1
+$32.1M
2
+$17.4M
3
+$8.71M
4
AMZN icon
Amazon
AMZN
+$6.38M
5
MA icon
Mastercard
MA
+$3.2M

Sector Composition

1 Communication Services 26.81%
2 Technology 25.66%
3 Consumer Discretionary 18.25%
4 Healthcare 15.22%
5 Financials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.3M 0.45%
10,600
27
$4.04M 0.34%
15,350
-4,500
28
$2.19M 0.18%
16,020
+5,500
29
$1.85M 0.16%
4,900
30
$1.59M 0.13%
175,000
31
$1.56M 0.13%
7,500
32
$1.42M 0.12%
5,200
33
$1.38M 0.12%
8,620
34
$1.34M 0.11%
+6,750
35
$1.03M 0.09%
6,550
+1,600
36
$926K 0.08%
12,000
-1,204
37
$893K 0.08%
4,200
+1,200
38
$820K 0.07%
3,000
39
$813K 0.07%
7,600
+4,600
40
$795K 0.07%
6,260
-100
41
$706K 0.06%
3,000
42
$692K 0.06%
+3,800
43
$657K 0.06%
4,000
44
$643K 0.05%
2,817
45
$614K 0.05%
2,650
46
$558K 0.05%
2,384
+835
47
$496K 0.04%
1,900
48
$495K 0.04%
2,000
49
$466K 0.04%
+10,000
50
$459K 0.04%
3,800
1
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