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
$580M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$12M
3
+$11.9M
4
CPAY icon
Corpay
CPAY
+$5.17M
5
MSFT icon
Microsoft
MSFT
+$4.22M

Top Sells

1
+$38.8M
2
+$20.7M
3
+$6.13M
4
EOG icon
EOG Resources
EOG
+$5.96M
5
M icon
Macy's
M
+$5.83M

Sector Composition

1 Industrials 27.41%
2 Financials 17.22%
3 Healthcare 16.81%
4 Consumer Discretionary 14.65%
5 Communication Services 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$734K 0.13%
5,700
52
$713K 0.12%
7,400
53
$703K 0.12%
10,520
54
$645K 0.11%
9,370
55
$580K 0.1%
+12,900
56
$559K 0.1%
8,500
-88,700
57
$545K 0.09%
4,225
58
$528K 0.09%
5,050
-345
59
$426K 0.07%
3,800
60
$404K 0.07%
15,200
61
$398K 0.07%
2,650
62
$393K 0.07%
6,000
63
$374K 0.06%
8,250
64
$355K 0.06%
+17,000
65
$345K 0.06%
4,767
-588
66
$344K 0.06%
7,000
67
$342K 0.06%
5,460
68
$327K 0.06%
2,900
69
$302K 0.05%
8,360
70
$295K 0.05%
7,200
71
$288K 0.05%
2,162
72
$285K 0.05%
8,140
73
$266K 0.05%
3,789
74
$265K 0.05%
2,191
75
$264K 0.05%
3,925
1 2
3
4