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
$1.19B
AUM Growth
+$90.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$12.5M
3
+$10.9M
4
AVLR
Avalara, Inc.
AVLR
+$9.85M
5
NTRA icon
Natera
NTRA
+$6.56M

Top Sells

1
+$32.1M
2
+$17.4M
3
+$8.71M
4
AMZN icon
Amazon
AMZN
+$6.38M
5
MA icon
Mastercard
MA
+$3.2M

Sector Composition

1 Communication Services 26.81%
2 Technology 25.66%
3 Consumer Discretionary 18.25%
4 Healthcare 15.22%
5 Financials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$458K 0.04%
1,500
52
$439K 0.04%
41,544
53
$416K 0.03%
28,440
54
$413K 0.03%
+26,000
55
$377K 0.03%
19,000
56
$354K 0.03%
1,300
-3,400
57
$324K 0.03%
2,000
-1,000
58
$321K 0.03%
3,800
59
$285K 0.02%
2,600
60
$276K 0.02%
2,000
61
$270K 0.02%
2,000
62
$264K 0.02%
+1,000
63
$263K 0.02%
+6,378
64
$260K 0.02%
1,000
65
$258K 0.02%
+2,150
66
$239K 0.02%
+889
67
$239K 0.02%
+2,000
68
$228K 0.02%
+600
69
$219K 0.02%
+1,000
70
$216K 0.02%
+5,866
71
$212K 0.02%
+3,000
72
$207K 0.02%
+3,200
73
$204K 0.02%
+500
74
$171K 0.01%
2,000
75
$91K 0.01%
2,000
1 2
3
4