WMC
Westwood Management Corporation Portfolio holdings
AUM $270M
1-Year Return
54.59%
This Quarter Return
+14.89%
1 Year Return
+54.59%
3 Year Return
+44.33%
5 Year Return
+320.78%
10 Year Return
+933.22%
AUM
$842M
AUM Growth
+$87.2M
(+12%)
Cap. Flow
-$15.5M
Cap. Flow
% of AUM
-1.84%
Top 10 Holdings %
Top 10 Hldgs %
71.67%
Holding
77
New
4
Increased
7
Reduced
21
Closed
5
Top Buys
| 1 |
LHCG
LHC Group LLC
LHCG
|
+$6.83M |
| 2 |
Lowe's Companies
LOW
|
+$4.1M |
| 3 |
Aptiv
APTV
|
+$1.82M |
| 4 |
Boeing
BA
|
+$1.61M |
| 5 |
Guardant Health
GH
|
+$1.53M |
Top Sells
| 1 |
Texas Instruments
TXN
|
+$10.6M |
| 2 |
AptarGroup
ATR
|
+$4.37M |
| 3 |
Mastercard
MA
|
+$3.8M |
| 4 |
Microsoft
MSFT
|
+$1.83M |
| 5 |
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% |
