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
$1.24B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$17.7M
3
+$11.8M
4
APTV icon
Aptiv
APTV
+$7.21M
5
TRU icon
TransUnion
TRU
+$3.8M

Top Sells

1
+$25.5M
2
+$22.8M
3
+$12.9M
4
TTD icon
Trade Desk
TTD
+$4.1M
5
TDOC icon
Teladoc Health
TDOC
+$2.57M

Sector Composition

1 Communication Services 28.26%
2 Consumer Discretionary 20.84%
3 Technology 18.07%
4 Healthcare 13.63%
5 Financials 12.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$736K 0.06%
2,650
52
$725K 0.06%
2,488
53
$719K 0.06%
41,544
54
$706K 0.06%
5,000
+3,000
55
$680K 0.05%
3,000
56
$602K 0.05%
6,500
+3,500
57
$560K 0.05%
1,900
58
$540K 0.04%
28,440
59
$496K 0.04%
26,000
60
$447K 0.04%
19,000
61
$438K 0.04%
1,500
62
$425K 0.03%
1,205
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63
$402K 0.03%
6,378
64
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3,800
65
$380K 0.03%
1,000
66
$333K 0.03%
2,000
-15,420
67
$329K 0.03%
2,000
68
$311K 0.03%
3,200
69
$301K 0.02%
2,600
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70
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1,000
71
$296K 0.02%
1,200
72
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600
73
$234K 0.02%
6,000
74
$230K 0.02%
5,866
75
$221K 0.02%
2,000
1 2
3
4