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
$562M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$22.6M
3
+$21.1M
4
MSFT icon
Microsoft
MSFT
+$1.76M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.43M

Top Sells

1
+$20.9M
2
+$16.5M
3
+$10.6M
4
MMM icon
3M
MMM
+$8.55M
5
TRU icon
TransUnion
TRU
+$5.67M

Sector Composition

1 Healthcare 24.78%
2 Consumer Discretionary 23.55%
3 Communication Services 18.07%
4 Technology 8.52%
5 Financials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$501K 0.09%
7,000
+2,000
52
$477K 0.08%
15,600
+6,400
53
$476K 0.08%
3,900
-134,950
54
$460K 0.08%
2,900
55
$451K 0.08%
3,243
+1,081
56
$445K 0.08%
10,000
57
$441K 0.08%
70,000
58
$415K 0.07%
+11,000
59
$391K 0.07%
3,800
60
$390K 0.07%
7,200
61
$383K 0.07%
2,650
62
$364K 0.06%
5,460
63
$338K 0.06%
+7,159
64
$329K 0.06%
2,316
+125
65
$263K 0.05%
+2,000
66
$257K 0.05%
3,000
67
$253K 0.05%
+4,800
68
$243K 0.04%
3,800
69
$239K 0.04%
+3,000
70
$231K 0.04%
8,360
71
$226K 0.04%
+3,200
72
$208K 0.04%
5,000
73
$206K 0.04%
5,250
-750
74
$133K 0.02%
+20,000
75
$127K 0.02%
+20,000
1 2
3
4