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
$786M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.58M
3
+$930K
4
TSLA icon
Tesla
TSLA
+$283K
5
PANW icon
Palo Alto Networks
PANW
+$240K

Top Sells

1
+$9.35M
2
+$9.17M
3
+$8.62M
4
TTD icon
Trade Desk
TTD
+$7.35M
5
TMUS icon
T-Mobile US
TMUS
+$6.17M

Sector Composition

1 Communication Services 29.96%
2 Technology 22.21%
3 Consumer Discretionary 15.36%
4 Financials 11.77%
5 Healthcare 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.27%
+9,300
27
$2.08M 0.27%
5,042
+3,837
28
$1.77M 0.23%
25,770
29
$1.67M 0.21%
9,000
+5,000
30
$1.33M 0.17%
28,400
-1,500
31
$1.32M 0.17%
6,620
-2,000
32
$1.31M 0.17%
6,500
33
$1.24M 0.16%
10,520
34
$1.01M 0.13%
6,550
35
$1M 0.13%
20,000
36
$925K 0.12%
12,000
37
$905K 0.12%
15,000
38
$862K 0.11%
3,000
39
$818K 0.1%
2,650
40
$808K 0.1%
4,900
-500
41
$734K 0.09%
20,000
42
$691K 0.09%
5,300
-960
43
$618K 0.08%
4,500
44
$597K 0.08%
175,000
45
$576K 0.07%
6,650
-100
46
$570K 0.07%
3,492
47
$543K 0.07%
1,900
48
$522K 0.07%
5,000
49
$500K 0.06%
41,544
50
$468K 0.06%
4,266
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