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
$1.06B
AUM Growth
-$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$5.24M
3
+$748K
4
DELL icon
Dell
DELL
+$642K
5
CRM icon
Salesforce
CRM
+$149K

Top Sells

1
+$24.6M
2
+$22.4M
3
+$7.71M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.06M

Sector Composition

1 Communication Services 27.04%
2 Technology 22.71%
3 Financials 17.3%
4 Consumer Discretionary 17.19%
5 Healthcare 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$641K 0.06%
1,900
52
$619K 0.06%
3,800
53
$527K 0.05%
6,378
54
$513K 0.05%
28,440
55
$501K 0.05%
1,205
56
$499K 0.05%
41,544
57
$474K 0.04%
2,817
58
$407K 0.04%
2,000
59
$341K 0.03%
1,200
-4,000
60
$330K 0.03%
1,000
61
$322K 0.03%
1,500
62
$308K 0.03%
2,600
63
$304K 0.03%
5,866
64
$291K 0.03%
1,200
65
$289K 0.03%
600
66
$288K 0.03%
2,488
67
$273K 0.03%
3,000
68
$271K 0.03%
26,000
69
$231K 0.02%
1,000
70
$118K 0.01%
578
71
$104K 0.01%
80,000
72
$24K ﹤0.01%
2,000
73
– –
-3,000
74
– –
-114,100
75
– –
-263,600
1 2
3