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
$776M
AUM Growth
-$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$10.1M
3
+$5.79M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.82M
5
ETN icon
Eaton
ETN
+$3.3M

Top Sells

1
+$21.1M
2
+$17.3M
3
+$15.5M
4
TTD icon
Trade Desk
TTD
+$14.5M
5
TMO icon
Thermo Fisher Scientific
TMO
+$13.9M

Sector Composition

1 Communication Services 30.24%
2 Technology 22.75%
3 Consumer Discretionary 14.47%
4 Financials 10.95%
5 Healthcare 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.19%
27,500
-900
27
$1.22M 0.16%
10,520
28
$1.16M 0.15%
175,000
29
$947K 0.12%
15,000
30
$935K 0.12%
3,800
-5,500
31
$904K 0.12%
2,650
32
$900K 0.12%
20,000
33
$899K 0.12%
3,000
34
$819K 0.11%
4,950
-1,600
35
$818K 0.11%
4,000
-2,500
36
$771K 0.1%
20,000
37
$720K 0.09%
4,000
-5,000
38
$661K 0.09%
4,500
39
$625K 0.08%
1,542
-3,500
40
$586K 0.08%
1,900
41
$570K 0.07%
+5,000
42
$529K 0.07%
+1,100
43
$522K 0.07%
3,500
44
$480K 0.06%
3,300
-2,000
45
$475K 0.06%
6,400
-5,600
46
$468K 0.06%
1,200
47
$445K 0.06%
41,544
48
$357K 0.05%
1,365
49
$347K 0.04%
2,000
50
$325K 0.04%
6,000
1
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