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
$696M
AUM Growth
-$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$1.07M
3
+$721K
4
LIN icon
Linde
LIN
+$290K
5
TMO icon
Thermo Fisher Scientific
TMO
+$202K

Top Sells

1
+$20.5M
2
+$14.7M
3
+$9.22M
4
META icon
Meta Platforms (Facebook)
META
+$8.89M
5
MA icon
Mastercard
MA
+$6.19M

Sector Composition

1 Communication Services 30.8%
2 Technology 20.31%
3 Consumer Discretionary 14.76%
4 Financials 11.35%
5 Healthcare 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
26
Caterpillar
CAT
$270B
$1.04M 0.15%
3,800
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.03T
$928K 0.13%
2,650
APD icon
28
Air Products & Chemicals
APD
$54B
$850K 0.12%
3,000
UNP icon
29
Union Pacific
UNP
$131B
$815K 0.12%
4,000
JNJ icon
30
Johnson & Johnson
JNJ
$455B
$771K 0.11%
4,950
CRWD icon
31
CrowdStrike
CRWD
$136B
$753K 0.11%
4,500
VICR icon
32
Vicor
VICR
$4.05B
$677K 0.1%
11,500
-16,000
TXN icon
33
Texas Instruments
TXN
$147B
$636K 0.09%
4,000
ACN icon
34
Accenture
ACN
$155B
$584K 0.08%
1,900
DE icon
35
Deere & Co
DE
$125B
$582K 0.08%
1,542
UNH icon
36
UnitedHealth
UNH
$309B
$555K 0.08%
1,100
AMD icon
37
Advanced Micro Devices
AMD
$416B
$514K 0.07%
5,000
JPM icon
38
JPMorgan Chase
JPM
$847B
$479K 0.07%
3,300
PH icon
39
Parker-Hannifin
PH
$97.8B
$467K 0.07%
1,200
DELL icon
40
Dell
DELL
$109B
$413K 0.06%
6,000
GNRC icon
41
Generac Holdings
GNRC
$9.86B
$381K 0.05%
3,500
NEE icon
42
NextEra Energy
NEE
$170B
$367K 0.05%
6,400
TSLA icon
43
Tesla
TSLA
$1.52T
$342K 0.05%
1,365
EGP icon
44
EastGroup Properties
EGP
$9.31B
$333K 0.05%
2,000
GS icon
45
Goldman Sachs
GS
$244B
$324K 0.05%
1,000
ADSK icon
46
Autodesk
ADSK
$64.2B
$310K 0.04%
1,500
INTU icon
47
Intuit
INTU
$186B
$307K 0.04%
600
FDX icon
48
FedEx
FDX
$59.9B
$265K 0.04%
1,000
ULTA icon
49
Ulta Beauty
ULTA
$23.3B
$264K 0.04%
660
AXP icon
50
American Express
AXP
$248B
$239K 0.03%
1,600
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