WMC
Westwood Management Corporation Portfolio holdings
AUM $270M
1-Year Return
54.59%
This Quarter Return
+10.49%
1 Year Return
+54.59%
3 Year Return
+44.33%
5 Year Return
+320.78%
10 Year Return
+933.22%
AUM
$750M
AUM Growth
+$53.8M
(+7.7%)
Cap. Flow
+$4.61M
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
65.72%
Holding
87
New
6
Increased
13
Reduced
14
Closed
9
Top Buys
| 1 |
Teladoc Health
TDOC
|
+$31.6M |
| 2 |
Costco
COST
|
+$7.94M |
| 3 |
ResMed
RMD
|
+$6.74M |
| 4 |
Intuitive Surgical
ISRG
|
+$3.3M |
| 5 |
PTC
PTC
|
+$3M |
Top Sells
| 1 |
Applied Materials
AMAT
|
+$22.2M |
| 2 |
JPMorgan Chase
JPM
|
+$20.6M |
| 3 |
Fiserv
FI
|
+$2.21M |
| 4 |
Labcorp
LH
|
+$1.8M |
| 5 |
PPG Industries
PPG
|
+$1.36M |
Sector Composition
| 1 | Consumer Discretionary | 23.5% |
| 2 | Healthcare | 22.25% |
| 3 | Communication Services | 18.41% |
| 4 | Technology | 15.57% |
| 5 | Financials | 11.51% |
