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
$750M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$7.94M
3
+$6.74M
4
ISRG icon
Intuitive Surgical
ISRG
+$3.3M
5
PTC icon
PTC
PTC
+$3M

Top Sells

1
+$22.2M
2
+$20.6M
3
+$2.21M
4
LH icon
Labcorp
LH
+$1.8M
5
PPG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$601K 0.08%
4,950
+100
52
$599K 0.08%
22,000
53
$592K 0.08%
20,000
54
$561K 0.07%
2,900
55
$501K 0.07%
12,000
56
$495K 0.07%
2,650
57
$480K 0.06%
3,800
58
$467K 0.06%
3,000
59
$430K 0.06%
5,000
-12,000
60
$395K 0.05%
5,000
-1,000
61
$391K 0.05%
3,000
62
$372K 0.05%
3,800
63
$311K 0.04%
1,900
64
$264K 0.04%
4,100
65
$246K 0.03%
7,000
66
$241K 0.03%
3,200
67
$233K 0.03%
4,000
68
$207K 0.03%
+7,484
69
$206K 0.03%
4,800
70
$203K 0.03%
+1,524
71
$203K 0.03%
60,000
+20,000
72
$202K 0.03%
333
73
$173K 0.02%
32,000
74
$143K 0.02%
2,191
75
$96K 0.01%
12,000
1 2
3
4