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
$465M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$30M
3
+$29.1M
4
MIDD icon
Middleby
MIDD
+$27.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$27M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 30.17%
2 Financials 18.78%
3 Consumer Discretionary 11.37%
4 Technology 9.33%
5 Healthcare 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$877K 0.19%
+12,500
52
$828K 0.18%
+7,500
53
$767K 0.16%
+15,700
54
$762K 0.16%
+9,420
55
$715K 0.15%
+16,000
56
$709K 0.15%
+12,400
57
$670K 0.14%
+20,000
58
$650K 0.14%
+4,300
59
$601K 0.13%
+5,700
60
$592K 0.13%
+22,106
61
$589K 0.13%
+34,863
62
$581K 0.12%
+10,520
63
$558K 0.12%
+7,200
64
$542K 0.12%
+9,716
65
$540K 0.12%
+6,500
66
$518K 0.11%
+9,700
67
$473K 0.1%
+23,200
68
$473K 0.1%
+9,400
69
$447K 0.1%
+9,200
70
$419K 0.09%
+30,500
71
$416K 0.09%
+4,850
72
$406K 0.09%
+7,400
73
$376K 0.08%
+10,500
74
$358K 0.08%
+20,000
75
$343K 0.07%
+10,000
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