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
$597M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$10.9M
3
+$2.58M
4
AMP icon
Ameriprise Financial
AMP
+$2.32M
5
UPS icon
United Parcel Service
UPS
+$2.3M

Top Sells

1
+$15.4M
2
+$6.46M
3
+$5.11M
4
IHS
IHS INC CL-A COM STK
IHS
+$4.43M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$3.59M

Sector Composition

1 Industrials 28.97%
2 Financials 19.41%
3 Technology 12.05%
4 Communication Services 11.27%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$802K 0.13%
30,186
-4,677
52
$748K 0.13%
15,000
-12,500
53
$713K 0.12%
10,520
54
$664K 0.11%
12,200
+1,000
55
$643K 0.11%
9,716
56
$611K 0.1%
17,500
57
$599K 0.1%
6,600
+400
58
$593K 0.1%
7,200
59
$577K 0.1%
30,500
60
$572K 0.1%
5,700
61
$557K 0.09%
17,378
-4,728
62
$556K 0.09%
9,502
63
$530K 0.09%
7,400
-5,000
64
$514K 0.09%
2,900
65
$512K 0.09%
7,400
66
$497K 0.08%
23,200
67
$483K 0.08%
4,500
68
$464K 0.08%
50,000
69
$444K 0.07%
4,850
70
$413K 0.07%
6,694
+1,221
71
$396K 0.07%
8,000
72
$355K 0.06%
9,000
-1,200
73
$334K 0.06%
6,000
74
$320K 0.05%
6,000
75
$314K 0.05%
2,650
1 2
3
4