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
$1.31B
AUM Growth
+$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$18.9M
3
+$10.9M
4
CRM icon
Salesforce
CRM
+$5.72M
5
VICR icon
Vicor
VICR
+$5.12M

Top Sells

1
+$27.3M
2
+$24.8M
3
+$7.16M
4
TTEC icon
TTEC Holdings
TTEC
+$6.36M
5
TRU icon
TransUnion
TRU
+$5.9M

Sector Composition

1 Communication Services 28.57%
2 Technology 21.25%
3 Consumer Discretionary 16.98%
4 Financials 14.99%
5 Healthcare 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.43M 0.34%
28,200
+3,500
27
$4.16M 0.32%
25,770
-17,000
28
$4.11M 0.31%
34,600
-14,200
29
$3.09M 0.24%
30,900
-247,830
30
$2.78M 0.21%
4,900
31
$2.23M 0.17%
8,620
32
$1.97M 0.15%
11,092
33
$1.65M 0.13%
5,200
34
$1.64M 0.13%
6,500
35
$1.51M 0.12%
6,750
36
$1.4M 0.11%
15,000
37
$1.29M 0.1%
10,520
38
$1.23M 0.09%
+20,000
39
$1.17M 0.09%
+20,000
40
$1.12M 0.09%
6,550
41
$1.12M 0.09%
12,000
42
$1.06M 0.08%
175,000
43
$1.06M 0.08%
3,000
44
$1.02M 0.08%
+5,000
45
$991K 0.08%
6,260
46
$913K 0.07%
3,000
47
$883K 0.07%
5,400
48
$792K 0.06%
2,650
49
$788K 0.06%
1,900
50
$754K 0.06%
4,000
1
2
3 4