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
$587M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$7.77M
3
+$5.26M
4
WBA
Walgreens Boots Alliance
WBA
+$2.64M
5
META icon
Meta Platforms (Facebook)
META
+$1.19M

Top Sells

1
+$8.63M
2
+$8.41M
3
+$5.68M
4
AMP icon
Ameriprise Financial
AMP
+$2.77M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$1.92M

Sector Composition

1 Industrials 25.02%
2 Financials 16.87%
3 Healthcare 16.04%
4 Consumer Discretionary 15.32%
5 Communication Services 11.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$690K 0.12%
5,700
52
$671K 0.11%
10,520
53
$649K 0.11%
+15,000
54
$628K 0.11%
9,370
55
$563K 0.1%
70,000
56
$560K 0.1%
+28,000
57
$473K 0.08%
4,850
58
$465K 0.08%
4,000
59
$405K 0.07%
6,000
60
$403K 0.07%
6,000
61
$386K 0.07%
7,200
62
$373K 0.06%
15,200
63
$372K 0.06%
2,900
64
$367K 0.06%
3,800
65
$361K 0.06%
2,650
66
$351K 0.06%
8,250
67
$333K 0.06%
4,767
68
$295K 0.05%
3,800
69
$279K 0.05%
2,191
70
$275K 0.05%
5,000
71
$274K 0.05%
2,162
72
$260K 0.04%
12,000
73
$250K 0.04%
8,360
74
$245K 0.04%
4,430
75
$230K 0.04%
3,789
1 2
3
4