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
$1.24B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$17.7M
3
+$11.8M
4
APTV icon
Aptiv
APTV
+$7.21M
5
TRU icon
TransUnion
TRU
+$3.8M

Top Sells

1
+$25.5M
2
+$22.8M
3
+$12.9M
4
TTD icon
Trade Desk
TTD
+$4.1M
5
TDOC icon
Teladoc Health
TDOC
+$2.57M

Sector Composition

1 Communication Services 28.26%
2 Consumer Discretionary 20.84%
3 Technology 18.07%
4 Healthcare 13.63%
5 Financials 12.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.21M 0.5%
10,600
27
$5.31M 0.43%
37,125
+1,800
28
$4.45M 0.36%
18,200
-1,000
29
$4.42M 0.36%
20,300
-104,900
30
$3.8M 0.31%
+34,600
31
$3.02M 0.24%
1,033
-34
32
$2.19M 0.18%
175,000
33
$2.12M 0.17%
51,000
34
$2.12M 0.17%
15,020
+2,500
35
$1.94M 0.16%
4,900
36
$1.85M 0.15%
6,750
37
$1.67M 0.13%
8,620
38
$1.6M 0.13%
5,200
39
$1.52M 0.12%
11,092
-186,300
40
$1.43M 0.12%
6,500
-1,000
41
$1.27M 0.1%
15,000
+6,886
42
$1.08M 0.09%
6,550
-48
43
$974K 0.08%
6,260
44
$892K 0.07%
5,400
45
$884K 0.07%
+5,000
46
$879K 0.07%
12,000
-106
47
$863K 0.07%
3,000
48
$850K 0.07%
7,600
49
$824K 0.07%
2,817
50
$769K 0.06%
4,000
1
2
3 4