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
$601M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$12.6M
3
+$9.22M
4
LLY icon
Eli Lilly
LLY
+$8.64M
5
WBC
WABCO HOLDINGS INC.
WBC
+$6.32M

Top Sells

1
+$24.3M
2
+$16.1M
3
+$8.52M
4
PX
Praxair Inc
PX
+$8.14M
5
CPAY icon
Corpay
CPAY
+$5.17M

Sector Composition

1 Industrials 28.06%
2 Financials 15.11%
3 Consumer Discretionary 15.08%
4 Healthcare 14.69%
5 Communication Services 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$764K 0.13%
7,400
52
$764K 0.13%
17,000
+10,000
53
$697K 0.12%
9,370
54
$668K 0.11%
10,520
55
$665K 0.11%
70,000
56
$558K 0.09%
+3,700
57
$488K 0.08%
4,850
-200
58
$475K 0.08%
4,000
-225
59
$399K 0.07%
3,800
60
$395K 0.07%
15,200
61
$392K 0.07%
6,000
62
$389K 0.06%
6,000
-2,500
63
$382K 0.06%
2,650
64
$361K 0.06%
2,900
65
$352K 0.06%
+3,500
66
$352K 0.06%
4,767
67
$347K 0.06%
8,250
68
$341K 0.06%
7,200
69
$331K 0.06%
5,460
70
$311K 0.05%
8,140
71
$303K 0.05%
2,162
72
$297K 0.05%
3,800
-6,190
73
$275K 0.05%
8,360
74
$261K 0.04%
2,191
75
$259K 0.04%
3,925
1 2
3
4