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
$795M
AUM Growth
-$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$262K
3
+$254K
4
ETN icon
Eaton
ETN
+$202K
5
ISRG icon
Intuitive Surgical
ISRG
+$201K

Top Sells

1
+$6.45M
2
+$5.24M
3
+$2.3M
4
MSFT icon
Microsoft
MSFT
+$2.23M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.05M

Sector Composition

1 Communication Services 25.51%
2 Technology 22.88%
3 Financials 17.42%
4 Consumer Discretionary 16.48%
5 Healthcare 11.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.35M 0.3%
4,900
27
$1.64M 0.21%
29,900
-2,900
28
$1.58M 0.2%
25,770
29
$1.52M 0.19%
11,092
30
$1.51M 0.19%
8,620
31
$1.39M 0.17%
6,500
32
$1.16M 0.15%
6,550
33
$1.15M 0.15%
28,600
-1,000
34
$1.09M 0.14%
10,520
35
$930K 0.12%
12,000
36
$843K 0.11%
5,000
37
$829K 0.1%
15,000
38
$826K 0.1%
20,000
39
$749K 0.09%
5,400
40
$724K 0.09%
2,650
41
$721K 0.09%
3,000
42
$705K 0.09%
6,260
43
$665K 0.08%
28,440
44
$635K 0.08%
20,000
45
$615K 0.08%
4,000
46
$607K 0.08%
175,000
47
$602K 0.08%
120,000
+20,000
48
$591K 0.07%
12,800
49
$550K 0.07%
3,800
50
$546K 0.07%
6,378
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