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
$780M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$11.2M
3
+$10.3M
4
TYL icon
Tyler Technologies
TYL
+$10.3M
5
LHCG
LHC Group LLC
LHCG
+$8.18M

Top Sells

1
+$25.7M
2
+$20.7M
3
+$14.1M
4
LIN icon
Linde
LIN
+$13M
5
ISRG icon
Intuitive Surgical
ISRG
+$5.35M

Sector Composition

1 Communication Services 23.09%
2 Technology 20.78%
3 Consumer Discretionary 19.92%
4 Healthcare 16.54%
5 Financials 16.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$615K 0.08%
12,000
52
$610K 0.08%
5,000
-10,000
53
$565K 0.07%
2,650
54
$563K 0.07%
22,000
55
$560K 0.07%
7,312
56
$550K 0.07%
+2,848
57
$492K 0.06%
40,000
58
$473K 0.06%
3,800
59
$469K 0.06%
3,800
60
$463K 0.06%
38,340
61
$402K 0.05%
3,000
62
$351K 0.05%
1,900
63
$281K 0.04%
3,514
-734
64
$270K 0.03%
4,500
+3,000
65
$263K 0.03%
4,800
66
$251K 0.03%
3,000
67
$244K 0.03%
1,500
68
$232K 0.03%
2,000
69
$229K 0.03%
+4,500
70
$223K 0.03%
4,100
71
$221K 0.03%
5,000
-5,000
72
$216K 0.03%
7,484
73
$216K 0.03%
32,000
74
$162K 0.02%
10,000
75
$121K 0.02%
80,000
1 2
3
4