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
$521M
AUM Growth
-$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$18.5M
3
+$16.1M
4
APTV icon
Aptiv
APTV
+$8.23M
5
COHR
Coherent Inc
COHR
+$5.54M

Top Sells

1
+$27.3M
2
+$22.6M
3
+$18.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$11.5M
5
MMM icon
3M
MMM
+$9.18M

Sector Composition

1 Consumer Discretionary 21.65%
2 Communication Services 17.72%
3 Healthcare 15.43%
4 Financials 15.39%
5 Industrials 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$466K 0.09%
15,600
52
$463K 0.09%
7,000
53
$447K 0.09%
3,800
54
$432K 0.08%
2,650
55
$431K 0.08%
3,000
-243
56
$400K 0.08%
7,200
57
$390K 0.07%
2,900
58
$351K 0.07%
2,316
59
$340K 0.07%
2,900
-1,000
60
$324K 0.06%
4,100
-5,800
61
$311K 0.06%
2,000
62
$290K 0.06%
3,000
63
$286K 0.05%
1,914
-61,414
64
$282K 0.05%
3,800
65
$266K 0.05%
3,000
66
$247K 0.05%
3,200
67
$244K 0.05%
4,800
68
$226K 0.04%
8,360
69
$222K 0.04%
5,000
70
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4,950
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71
$201K 0.04%
+2,400
72
$160K 0.03%
20,000
73
$107K 0.02%
120,000
+20,000
74
$104K 0.02%
12,000
-8,000
75
$30K 0.01%
50
1 2
3
4