WMC
Westwood Management Corporation Portfolio holdings
AUM
$270M
1-Year Return
54.59%
This Quarter Return
+3.15%
1 Year Return
+54.59%
3 Year Return
+44.33%
5 Year Return
+320.78%
10 Year Return
+933.22%
AUM
$742M
AUM Growth
-$19.4M
(-2.5%)
Cap. Flow
-$15.2M
Cap. Flow
% of AUM
-2.05%
Top 10 Holdings %
Top 10 Hldgs %
74.76%
Holding
75
New
2
Increased
5
Reduced
18
Closed
6
Top Buys
| 1 |
Boeing
BA
|
+$8.27M |
| 2 |
Apple
AAPL
|
+$2.99M |
| 3 |
T-Mobile US
TMUS
|
+$2.57M |
| 4 |
Valens Semiconductor
VLN
|
+$484K |
| 5 |
Generac Holdings
GNRC
|
+$352K |
Top Sells
| 1 |
Blackstone
BX
|
+$16.5M |
| 2 |
Aptiv
APTV
|
+$2.66M |
| 3 |
Qualcomm
QCOM
|
+$2.26M |
| 4 |
Thermo Fisher Scientific
TMO
|
+$1.72M |
| 5 |
Natera
NTRA
|
+$1.13M |
Sector Composition
| 1 | Communication Services | 26.32% |
| 2 | Technology | 21.48% |
| 3 | Consumer Discretionary | 16.04% |
| 4 | Financials | 13.04% |
| 5 | Healthcare | 11.83% |
