WMC
Westwood Management Corporation Portfolio holdings
AUM
$270M
1-Year Return
54.59%
This Quarter Return
+8.15%
1 Year Return
+54.59%
3 Year Return
+44.33%
5 Year Return
+320.78%
10 Year Return
+933.22%
AUM
$639M
AUM Growth
+$48M
(+8.1%)
Cap. Flow
+$3.68M
Cap. Flow
% of AUM
0.57%
Top 10 Holdings %
Top 10 Hldgs %
62.75%
Holding
90
New
7
Increased
15
Reduced
9
Closed
11
Top Buys
| 1 |
Carnival Corp
CCL
|
+$8.85M |
| 2 |
Adobe
ADBE
|
+$1.92M |
| 3 |
IAC Inc
IAC
|
+$1.15M |
| 4 |
Teladoc Health
TDOC
|
+$1.04M |
| 5 |
Microsoft
MSFT
|
+$951K |
Top Sells
| 1 |
Texas Instruments
TXN
|
+$7.3M |
| 2 |
Comcast
CMCSA
|
+$1.88M |
| 3 |
COHR
Coherent Inc
COHR
|
+$1.08M |
| 4 |
XLNX
Xilinx Inc
XLNX
|
+$579K |
| 5 |
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% |
