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
$1.13B
AUM Growth
-$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$18.9M
3
+$16M
4
AGCO icon
AGCO
AGCO
+$12.9M
5
ETN icon
Eaton
ETN
+$7.07M

Top Sells

1
+$35.4M
2
+$29.8M
3
+$24.5M
4
XYZ
Block Inc
XYZ
+$11.3M
5
TTEC icon
TTEC Holdings
TTEC
+$10.9M

Sector Composition

1 Communication Services 26.49%
2 Consumer Discretionary 19.26%
3 Technology 18.87%
4 Healthcare 14.78%
5 Financials 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.04M 0.45%
10,600
27
$4.68M 0.41%
35,325
-266,700
28
$4.14M 0.37%
+25,000
29
$4.07M 0.36%
19,200
-115,400
30
$4.04M 0.36%
40,200
-108,800
31
$3.17M 0.28%
17,420
-164,200
32
$3.13M 0.28%
1,067
-303
33
$2.59M 0.23%
+51,000
34
$1.8M 0.16%
175,000
35
$1.77M 0.16%
12,520
-3,500
36
$1.73M 0.15%
4,900
37
$1.65M 0.15%
7,500
38
$1.64M 0.14%
5,200
39
$1.64M 0.14%
8,620
40
$1.51M 0.13%
6,750
41
$1.08M 0.1%
6,598
+48
42
$953K 0.08%
6,260
43
$915K 0.08%
12,106
+106
44
$844K 0.07%
3,000
45
$830K 0.07%
7,600
46
$764K 0.07%
5,400
+1,600
47
$756K 0.07%
4,000
48
$742K 0.07%
+35,000
49
$716K 0.06%
+8,114
50
$703K 0.06%
2,817
1
2
3 4