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
$742M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$2.99M
3
+$2.57M
4
VLN icon
Valens Semiconductor
VLN
+$484K
5
GNRC icon
Generac Holdings
GNRC
+$352K

Top Sells

1
+$16.5M
2
+$2.66M
3
+$2.26M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.72M
5
NTRA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 0.23%
8,620
27
$1.62M 0.22%
25,770
28
$1.61M 0.22%
29,900
29
$1.35M 0.18%
6,500
30
$1.16M 0.16%
10,520
31
$1.16M 0.16%
6,550
32
$1M 0.14%
12,000
33
$925K 0.12%
3,000
34
$839K 0.11%
6,260
35
$819K 0.11%
2,650
36
$808K 0.11%
20,000
37
$798K 0.11%
5,400
38
$750K 0.1%
15,000
39
$748K 0.1%
27,500
40
$673K 0.09%
20,000
41
$661K 0.09%
4,000
42
$627K 0.08%
3,492
43
$591K 0.08%
110,000
+90,000
44
$553K 0.07%
41,544
45
$517K 0.07%
1,205
46
$507K 0.07%
1,900
47
$486K 0.07%
175,000
48
$474K 0.06%
4,500
49
$471K 0.06%
4,266
50
$408K 0.06%
5,000
1
2
3