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
$639M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$1.92M
3
+$1.15M
4
TDOC icon
Teladoc Health
TDOC
+$1.04M
5
MSFT icon
Microsoft
MSFT
+$951K

Top Sells

1
+$7.3M
2
+$1.88M
3
+$1.08M
4
XLNX
Xilinx Inc
XLNX
+$579K
5
MKTX icon
MarketAxess Holdings
MKTX
+$562K

Sector Composition

1 Consumer Discretionary 24.26%
2 Healthcare 23.28%
3 Communication Services 17.51%
4 Technology 13.14%
5 Industrials 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$594K 0.09%
6,504
52
$547K 0.09%
15,600
53
$546K 0.09%
70,000
54
$533K 0.08%
2,900
55
$486K 0.08%
22,000
56
$457K 0.07%
20,000
+10,000
57
$449K 0.07%
2,650
58
$448K 0.07%
7,000
59
$429K 0.07%
3,000
60
$420K 0.07%
7,200
61
$398K 0.06%
3,650
+800
62
$396K 0.06%
3,800
63
$395K 0.06%
2,000
64
$388K 0.06%
+10,000
65
$330K 0.05%
4,100
66
$320K 0.05%
3,800
67
$312K 0.05%
3,000
68
$301K 0.05%
3,000
69
$284K 0.04%
2,191
70
$235K 0.04%
1,900
-1,400
71
$234K 0.04%
3,200
72
$216K 0.03%
7,984
73
$208K 0.03%
+1,196
74
$169K 0.03%
20,000
75
$120K 0.02%
2,200
1 2
3
4