WMC
Westwood Management Corporation Portfolio holdings
AUM $270M
1-Year Return
54.59%
This Quarter Return
+36.49%
1 Year Return
+54.59%
3 Year Return
+44.33%
5 Year Return
+320.78%
10 Year Return
+933.22%
AUM
$970M
AUM Growth
+$232M
(+31%)
Cap. Flow
-$2.59M
Cap. Flow
% of AUM
-0.27%
Top 10 Holdings %
Top 10 Hldgs %
70%
Holding
75
New
8
Increased
17
Reduced
10
Closed
4
Top Buys
| 1 |
Apple
AAPL
|
+$18.4M |
| 2 |
Qualcomm
QCOM
|
+$14.5M |
| 3 |
Salesforce
CRM
|
+$7.08M |
| 4 |
AVLR
Avalara, Inc.
AVLR
|
+$5.47M |
| 5 |
Veeva Systems
VEEV
|
+$1.1M |
Top Sells
| 1 |
Teladoc Health
TDOC
|
+$44.5M |
| 2 |
DexCom
DXCM
|
+$2.43M |
| 3 |
Mastercard
MA
|
+$1.95M |
| 4 |
LHCG
LHC Group LLC
LHCG
|
+$1.75M |
| 5 |
Boeing
BA
|
+$1.63M |
Sector Composition
| 1 | Communication Services | 23.41% |
| 2 | Technology | 23.31% |
| 3 | Healthcare | 20.01% |
| 4 | Consumer Discretionary | 18.95% |
| 5 | Financials | 10.14% |
