WMC
Westwood Management Corporation Portfolio holdings
AUM
$270M
1-Year Return
54.59%
This Quarter Return
+9.67%
1 Year Return
+54.59%
3 Year Return
+44.33%
5 Year Return
+320.78%
10 Year Return
+933.22%
AUM
$715M
AUM Growth
+$46.7M
(+7%)
Cap. Flow
-$2.45M
Cap. Flow
% of AUM
-0.34%
Top 10 Holdings %
Top 10 Hldgs %
64.07%
Holding
87
New
8
Increased
22
Reduced
7
Closed
8
Top Buys
| 1 |
Alibaba
BABA
|
+$19.3M |
| 2 |
Applied Materials
AMAT
|
+$19.1M |
| 3 |
Lennar Class A
LEN
|
+$18.2M |
| 4 |
PX
Praxair Inc
PX
|
+$11.2M |
| 5 |
JPMorgan Chase
JPM
|
+$8.81M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
+$30.9M |
| 2 |
Labcorp
LH
|
+$21.3M |
| 3 |
Aptiv
APTV
|
+$20.9M |
| 4 |
Carnival Corp
CCL
|
+$9.83M |
| 5 |
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% |
