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
$586M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$6.39M
3
+$6.09M
4
AKAM icon
Akamai
AKAM
+$5.31M
5
WBA
Walgreens Boots Alliance
WBA
+$5.08M

Top Sells

1
+$16.1M
2
+$8.3M
3
+$7.01M
4
CB icon
Chubb
CB
+$3.73M
5
CMCSA icon
Comcast
CMCSA
+$3.09M

Sector Composition

1 Industrials 32.03%
2 Financials 15.11%
3 Communication Services 11.4%
4 Consumer Discretionary 10.44%
5 Technology 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$695K 0.12%
10,520
52
$653K 0.11%
5,700
53
$638K 0.11%
10,502
+1,000
54
$570K 0.1%
7,200
55
$565K 0.1%
4,500
56
$560K 0.1%
17,500
57
$555K 0.09%
23,200
58
$554K 0.09%
7,400
59
$538K 0.09%
17,378
60
$527K 0.09%
30,500
61
$476K 0.08%
4,850
62
$475K 0.08%
2,900
63
$452K 0.08%
3,800
-3,500
64
$432K 0.07%
3,800
-4,800
65
$427K 0.07%
6,694
66
$392K 0.07%
4,900
+1,000
67
$391K 0.07%
8,000
68
$391K 0.07%
8,700
-300
69
$356K 0.06%
6,000
70
$331K 0.06%
2,650
71
$324K 0.06%
6,000
72
$314K 0.05%
2,900
73
$294K 0.05%
5,000
74
$290K 0.05%
8,360
75
$275K 0.05%
2,214
1 2
3
4