WMC

Westwood Management Corporation Portfolio holdings

AUM $270M
1-Year Est. Return 54.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$7.73M
3
+$3.43M
4
LIN icon
Linde
LIN
+$3.42M
5
LHCG
LHC Group LLC
LHCG
+$1.33M

Top Sells

1
+$25.8M
2
+$10.5M
3
+$3.1M
4
AMZN icon
Amazon
AMZN
+$2.36M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.71M

Sector Composition

1 Communication Services 23.62%
2 Technology 22.13%
3 Healthcare 19.85%
4 Consumer Discretionary 19.7%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$317K 0.03%
28,440
-9,900
52
$305K 0.03%
+1,549
53
$283K 0.03%
2,600
54
$274K 0.02%
3,800
55
$259K 0.02%
2,000
56
$258K 0.02%
3,000
57
$252K 0.02%
+1,000
58
$248K 0.02%
1,200
-800
59
$229K 0.02%
+2,000
60
$133K 0.01%
2,000
+500
61
$88K 0.01%
2,000
-2,500
62
$59K 0.01%
80,000
63
– –
-22,000
64
– –
-26,725
65
– –
-17,500
66
– –
-2,909
67
– –
-9,000
68
– –
-20,000
69
– –
-4,000
70
– –
-6,000
71
– –
-10,112
72
– –
-32,000
1 2
3