WMC
Westwood Management Corporation Portfolio holdings
AUM
$270M
1-Year Return
54.59%
This Quarter Return
+6.6%
1 Year Return
+54.59%
3 Year Return
+44.33%
5 Year Return
+320.78%
10 Year Return
+933.22%
AUM
$669M
AUM Growth
+$29.3M
(+4.6%)
Cap. Flow
-$3.14M
Cap. Flow
% of AUM
-0.47%
Top 10 Holdings %
Top 10 Hldgs %
63.48%
Holding
83
New
4
Increased
13
Reduced
12
Closed
4
Top Buys
| 1 |
Texas Instruments
TXN
|
$18.3M |
| 2 |
IAC Inc
IAC
|
$2.68M |
| 3 |
Aptiv
APTV
|
$2.11M |
| 4 |
Teladoc Health
TDOC
|
$1.49M |
| 5 |
Boeing
BA
|
$1.27M |
Top Sells
| 1 |
United Airlines
UAL
|
$28.1M |
| 2 |
MBFI
MB Financial Corp
MBFI
|
$1.22M |
| 3 |
Eaton
ETN
|
$1.11M |
| 4 |
Ulta Beauty
ULTA
|
$746K |
| 5 |
Labcorp
LH
|
$423K |
Sector Composition
| 1 | Healthcare | 23.55% |
| 2 | Consumer Discretionary | 23.41% |
| 3 | Communication Services | 18.77% |
| 4 | Technology | 16.42% |
| 5 | Financials | 9.49% |
