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
$842M
AUM Growth
+$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$4.1M
3
+$1.82M
4
BA icon
Boeing
BA
+$1.61M
5
GH icon
Guardant Health
GH
+$1.53M

Top Sells

1
+$10.6M
2
+$4.37M
3
+$3.8M
4
MSFT icon
Microsoft
MSFT
+$1.83M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.77M

Sector Composition

1 Communication Services 23.91%
2 Healthcare 20.1%
3 Consumer Discretionary 19.26%
4 Technology 18.61%
5 Financials 12.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$458K 0.05%
3,800
52
$449K 0.05%
40,000
53
$437K 0.05%
3,000
54
$417K 0.05%
2,000
-848
55
$407K 0.05%
+2,500
56
$400K 0.05%
1,900
57
$366K 0.04%
38,340
58
$356K 0.04%
+27,631
59
$351K 0.04%
32,000
60
$333K 0.04%
2,000
-5,000
61
$305K 0.04%
4,100
62
$275K 0.03%
1,500
63
$265K 0.03%
2,000
64
$264K 0.03%
3,000
65
$254K 0.03%
4,800
66
$211K 0.03%
7,484
67
$206K 0.02%
+2,800
68
$194K 0.02%
4,500
69
$116K 0.01%
80,000
70
$84K 0.01%
17,500
71
– –
-4,500
72
– –
-4,000
73
– –
-10,012
74
– –
-10,000
75
– –
-21,800
1 2
3