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
$1.13B
AUM Growth
-$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$18.9M
3
+$16M
4
AGCO icon
AGCO
AGCO
+$12.9M
5
ETN icon
Eaton
ETN
+$7.07M

Top Sells

1
+$35.4M
2
+$29.8M
3
+$24.5M
4
XYZ
Block Inc
XYZ
+$11.3M
5
TTEC icon
TTEC Holdings
TTEC
+$10.9M

Sector Composition

1 Communication Services 26.49%
2 Consumer Discretionary 19.26%
3 Technology 18.87%
4 Healthcare 14.78%
5 Financials 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$677K 0.06%
2,650
52
$668K 0.06%
3,000
53
$631K 0.06%
41,544
54
$604K 0.05%
2,488
+104
55
$550K 0.05%
26,000
56
$525K 0.05%
1,900
57
$455K 0.04%
19,000
58
$420K 0.04%
28,440
59
$416K 0.04%
1,500
60
$398K 0.04%
3,800
61
$363K 0.03%
969
+80
62
$356K 0.03%
6,378
63
$327K 0.03%
1,000
64
$319K 0.03%
2,662
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65
$296K 0.03%
+6,000
66
$287K 0.03%
2,000
67
$284K 0.03%
1,000
68
$275K 0.02%
2,000
69
$264K 0.02%
3,000
70
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3,200
71
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2,000
72
$233K 0.02%
1,200
-3,000
73
$230K 0.02%
600
74
$228K 0.02%
1,000
75
$213K 0.02%
5,866
1 2
3
4