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
$532M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$10.4M
3
+$5.54M
4
SBAC icon
SBA Communications
SBAC
+$3.99M
5
JLL icon
Jones Lang LaSalle
JLL
+$3.03M

Top Sells

1
+$37.5M
2
+$26.5M
3
+$8.22M
4
AAPL icon
Apple
AAPL
+$2.46M
5
HON icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$545K 0.1%
70,000
52
$530K 0.1%
5,200
-4,500
53
$518K 0.1%
15,000
54
$453K 0.09%
4,850
55
$418K 0.08%
6,000
56
$415K 0.08%
+2,000
57
$409K 0.08%
7,200
58
$389K 0.07%
4,000
59
$354K 0.07%
7,130
+2,700
60
$346K 0.07%
2,650
61
$343K 0.06%
2,900
62
$308K 0.06%
6,000
63
$307K 0.06%
12,000
64
$300K 0.06%
3,800
65
$287K 0.05%
8,250
66
$283K 0.05%
11,600
-3,600
67
$282K 0.05%
3,800
68
$265K 0.05%
2,191
69
$255K 0.05%
2,162
70
$225K 0.04%
5,000
71
$209K 0.04%
+3,000
72
$208K 0.04%
8,360
73
$187K 0.04%
5,000
-440
74
$55K 0.01%
50
75
– –
-3,200
1 2
3
4