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
$715M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$19.1M
3
+$18.2M
4
PX
Praxair Inc
PX
+$11.2M
5
JPM icon
JPMorgan Chase
JPM
+$8.81M

Top Sells

1
+$30.9M
2
+$21.3M
3
+$20.9M
4
CCL icon
Carnival Corp
CCL
+$9.83M
5
VMC icon
Vulcan Materials
VMC
+$8.01M

Sector Composition

1 Consumer Discretionary 24.14%
2 Technology 20.47%
3 Communication Services 17.97%
4 Healthcare 16.42%
5 Financials 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$678K 0.09%
4,850
52
$666K 0.09%
37,000
53
$654K 0.09%
9,000
-22,000
54
$574K 0.08%
+4,000
55
$570K 0.08%
22,000
56
$560K 0.08%
2,900
57
$525K 0.07%
2,650
58
$492K 0.07%
3,000
59
$478K 0.07%
20,000
60
$476K 0.07%
3,800
61
$469K 0.07%
12,000
62
$413K 0.06%
7,200
63
$377K 0.05%
3,800
64
$351K 0.05%
3,000
65
$347K 0.05%
7,000
66
$297K 0.04%
4,100
67
$291K 0.04%
1,900
68
$274K 0.04%
3,000
69
$235K 0.03%
1,196
70
$227K 0.03%
4,000
71
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3,200
72
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1,524
73
$211K 0.03%
+4,800
74
$183K 0.03%
2,191
75
$118K 0.02%
2,200
1 2
3
4