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
$762M
AUM Growth
-$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$8.38M
3
+$3.72M
4
MRVL icon
Marvell Technology
MRVL
+$2.01M
5
NTRA icon
Natera
NTRA
+$1.13M

Top Sells

1
+$28.6M
2
+$6.51M
3
+$2.53M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.04M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.78M

Sector Composition

1 Communication Services 29.63%
2 Technology 21.24%
3 Consumer Discretionary 17.3%
4 Financials 12.76%
5 Healthcare 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.23%
29,900
27
$1.62M 0.21%
8,620
28
$1.53M 0.2%
11,092
29
$1.48M 0.19%
27,500
-1,100
30
$1.42M 0.19%
25,770
31
$1.27M 0.17%
6,500
32
$1.13M 0.15%
+25,700
33
$1.07M 0.14%
6,550
34
$1M 0.13%
10,520
35
$941K 0.12%
12,000
36
$751K 0.1%
15,000
37
$746K 0.1%
20,000
38
$742K 0.1%
4,500
-500
39
$729K 0.1%
5,400
40
$708K 0.09%
2,650
41
$698K 0.09%
3,000
42
$654K 0.09%
6,260
43
$642K 0.08%
20,000
44
$619K 0.08%
4,000
45
$553K 0.07%
41,544
46
$502K 0.07%
3,492
-308
47
$502K 0.07%
175,000
48
$489K 0.06%
1,900
49
$470K 0.06%
120,000
50
$437K 0.06%
12,800
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