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

Top Buys

1
+$25.1M
2
+$20.3M
3
+$13.9M
4
AGCO icon
AGCO
AGCO
+$11.2M
5
ETN icon
Eaton
ETN
+$6.59M

Top Sells

1
+$38.5M
2
+$38.1M
3
+$25.7M
4
XYZ
Block Inc
XYZ
+$11.7M
5
TTD icon
Trade Desk
TTD
+$11.4M

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
+62
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
$238K 0.02%
3,200
71
$235K 0.02%
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