WMC
Westwood Management Corporation Portfolio holdings
AUM $270M
1-Year Return
54.59%
This Quarter Return
-4.57%
1 Year Return
+54.59%
3 Year Return
+44.33%
5 Year Return
+320.78%
10 Year Return
+933.22%
AUM
$532M
AUM Growth
-$55M
(-9.4%)
Cap. Flow
-$25.5M
Cap. Flow
% of AUM
-4.79%
Top 10 Holdings %
Top 10 Hldgs %
59.5%
Holding
91
New
7
Increased
16
Reduced
10
Closed
14
Top Buys
| 1 |
SRCL
Stericycle Inc
SRCL
|
+$19.6M |
| 2 |
JPMorgan Chase
JPM
|
+$10.4M |
| 3 |
Ulta Beauty
ULTA
|
+$5.54M |
| 4 |
SBA Communications
SBAC
|
+$3.99M |
| 5 |
Jones Lang LaSalle
JLL
|
+$3.03M |
Top Sells
| 1 |
BorgWarner
BWA
|
+$37.5M |
| 2 |
HAR
Harman International Industries
HAR
|
+$26.5M |
| 3 |
Domino's
DPZ
|
+$8.22M |
| 4 |
Apple
AAPL
|
+$2.46M |
| 5 |
Honeywell
HON
|
+$2.42M |
Sector Composition
| 1 | Industrials | 28.15% |
| 2 | Financials | 18.28% |
| 3 | Healthcare | 17.77% |
| 4 | Communication Services | 14.18% |
| 5 | Consumer Discretionary | 9.71% |
