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
$591M
AUM Growth
+$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$19.6M
3
+$14.2M
4
CELG
Celgene Corp
CELG
+$13.4M
5
TXN icon
Texas Instruments
TXN
+$7.3M

Top Sells

1
+$25.1M
2
+$18.7M
3
+$16.5M
4
ADP icon
Automatic Data Processing
ADP
+$4.67M
5
BABA icon
Alibaba
BABA
+$2.89M

Sector Composition

1 Consumer Discretionary 23.19%
2 Healthcare 22.91%
3 Communication Services 17.8%
4 Technology 13.81%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$562K 0.1%
+3,000
52
$501K 0.08%
15,600
53
$480K 0.08%
7,000
54
$453K 0.08%
2,900
55
$445K 0.08%
10,900
-458,300
56
$442K 0.07%
2,650
57
$420K 0.07%
7,200
58
$409K 0.07%
+22,000
59
$408K 0.07%
3,800
60
$406K 0.07%
3,000
61
$396K 0.07%
3,300
+400
62
$367K 0.06%
+8,500
63
$354K 0.06%
2,000
64
$322K 0.05%
4,100
65
$313K 0.05%
2,191
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66
$301K 0.05%
3,800
67
$293K 0.05%
+2,850
68
$293K 0.05%
3,000
69
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3,000
70
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3,000
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71
$263K 0.04%
+6,700
72
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3,200
73
$224K 0.04%
+10,000
74
$223K 0.04%
4,000
-800
75
$220K 0.04%
7,984
-376
1 2
3
4