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
$669M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$2.68M
3
+$2.11M
4
TDOC icon
Teladoc Health
TDOC
+$1.49M
5
BA icon
Boeing
BA
+$1.27M

Top Sells

1
+$28.1M
2
+$1.22M
3
+$1.1M
4
ULTA icon
Ulta Beauty
ULTA
+$746K
5
LH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$618K 0.09%
22,000
52
$585K 0.09%
+10,000
53
$581K 0.09%
70,000
54
$526K 0.08%
20,000
55
$521K 0.08%
2,900
56
$486K 0.07%
2,650
57
$454K 0.07%
3,000
58
$446K 0.07%
3,800
59
$440K 0.07%
12,000
-3,600
60
$416K 0.06%
3,650
61
$399K 0.06%
7,000
62
$387K 0.06%
7,200
63
$371K 0.06%
10,000
64
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3,800
65
$333K 0.05%
4,100
66
$308K 0.05%
3,000
67
$307K 0.05%
3,000
68
$257K 0.04%
1,900
69
$254K 0.04%
2,191
70
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3,200
71
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+4,000
72
$213K 0.03%
+1,524
73
$210K 0.03%
1,196
74
$156K 0.02%
20,000
75
$121K 0.02%
2,200
1 2
3
4