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
$1.06B
AUM Growth
-$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$5.24M
3
+$748K
4
DELL icon
Dell
DELL
+$642K
5
CRM icon
Salesforce
CRM
+$149K

Top Sells

1
+$24.6M
2
+$22.4M
3
+$7.71M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.06M

Sector Composition

1 Communication Services 27.04%
2 Technology 22.71%
3 Financials 17.3%
4 Consumer Discretionary 17.19%
5 Healthcare 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.49M 0.33%
25,770
27
$3.42M 0.32%
24,800
-3,400
28
$2.82M 0.27%
4,900
29
$2.31M 0.22%
32,800
-7,500
30
$1.96M 0.19%
29,600
-1,300
31
$1.94M 0.18%
11,092
32
$1.78M 0.17%
6,500
33
$1.74M 0.17%
8,620
34
$1.24M 0.12%
10,520
35
$1.17M 0.11%
15,000
36
$1.16M 0.11%
6,550
37
$1.14M 0.11%
5,000
38
$1.07M 0.1%
100,000
+70,000
39
$1.02M 0.1%
12,000
40
$1.02M 0.1%
20,000
41
$1.01M 0.1%
5,400
42
$935K 0.09%
2,650
43
$875K 0.08%
20,000
44
$853K 0.08%
6,260
45
$824K 0.08%
175,000
46
$809K 0.08%
6,750
47
$750K 0.07%
3,000
48
$734K 0.07%
4,000
49
$647K 0.06%
1,800
-1,200
50
$642K 0.06%
+12,800
1
2
3