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
$696M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.3M
3
+$13.1M
4
BABA icon
Alibaba
BABA
+$2M
5
PGR icon
Progressive
PGR
+$804K

Top Sells

1
+$19.7M
2
+$18.2M
3
+$5.72M
4
SCHW icon
Charles Schwab
SCHW
+$4.98M
5
DAL icon
Delta Air Lines
DAL
+$4.56M

Sector Composition

1 Consumer Discretionary 22.85%
2 Healthcare 18.58%
3 Technology 18.54%
4 Communication Services 17.2%
5 Financials 14.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$543K 0.08%
+5,600
52
$529K 0.08%
2,650
53
$516K 0.07%
+9,900
54
$504K 0.07%
+7,800
55
$490K 0.07%
12,000
56
$477K 0.07%
3,000
57
$468K 0.07%
40,000
-30,000
58
$433K 0.06%
3,800
59
$417K 0.06%
7,200
60
$406K 0.06%
6,000
-3,000
61
$363K 0.05%
3,000
62
$354K 0.05%
3,800
63
$292K 0.04%
1,900
64
$284K 0.04%
3,000
65
$269K 0.04%
+3,200
66
$262K 0.04%
7,000
67
$255K 0.04%
4,100
68
$239K 0.03%
+3,400
69
$225K 0.03%
4,000
70
$220K 0.03%
1,196
71
$214K 0.03%
3,200
72
$210K 0.03%
4,800
73
$192K 0.03%
+32,000
74
$144K 0.02%
333
+111
75
$142K 0.02%
2,191
1 2
3
4