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
$737M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.1M
3
+$9.83M
4
BABA icon
Alibaba
BABA
+$2.63M
5
CDW icon
CDW
CDW
+$1.99M

Top Sells

1
+$19.2M
2
+$18.5M
3
+$9.03M
4
MA icon
Mastercard
MA
+$3.23M
5
AMZN icon
Amazon
AMZN
+$2.58M

Sector Composition

1 Communication Services 23.11%
2 Consumer Discretionary 20.6%
3 Healthcare 19.38%
4 Technology 17.11%
5 Financials 14.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$532K 0.07%
2,650
52
$474K 0.06%
38,340
53
$468K 0.06%
3,800
54
$416K 0.06%
3,000
55
$415K 0.06%
3,800
56
$415K 0.06%
+40,000
57
$386K 0.05%
+10,000
58
$337K 0.05%
+4,248
59
$334K 0.05%
1,900
60
$310K 0.04%
5,000
61
$240K 0.03%
4,800
62
$234K 0.03%
+1,500
63
$223K 0.03%
+2,000
64
$223K 0.03%
+3,000
65
$221K 0.03%
4,100
66
$218K 0.03%
+7,484
67
$208K 0.03%
+1,196
68
$198K 0.03%
32,000
69
$143K 0.02%
80,000
70
$127K 0.02%
+10,000
71
$105K 0.01%
2,107
-84
72
$61K 0.01%
+1,500
73
$56K 0.01%
+17,500
74
– –
-114,698
75
– –
-87,700
1 2
3
4