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
$795M
AUM Growth
-$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$262K
3
+$254K
4
ETN icon
Eaton
ETN
+$202K
5
ISRG icon
Intuitive Surgical
ISRG
+$201K

Top Sells

1
+$6.45M
2
+$5.24M
3
+$2.3M
4
MSFT icon
Microsoft
MSFT
+$2.23M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.05M

Sector Composition

1 Communication Services 25.51%
2 Technology 22.88%
3 Financials 17.42%
4 Consumer Discretionary 16.48%
5 Healthcare 11.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$528K 0.07%
1,900
52
$451K 0.06%
6,750
53
$404K 0.05%
1,800
54
$388K 0.05%
41,544
55
$361K 0.05%
1,205
56
$339K 0.04%
26,000
57
$309K 0.04%
2,000
58
$308K 0.04%
5,866
59
$297K 0.04%
1,000
60
$295K 0.04%
1,200
61
$282K 0.04%
2,600
62
$270K 0.03%
2,817
63
$258K 0.03%
1,500
64
$254K 0.03%
+660
65
$252K 0.03%
1,200
66
$231K 0.03%
600
67
$227K 0.03%
1,000
68
$201K 0.03%
+1,000
69
$115K 0.01%
80,000
70
$55K 0.01%
578
71
$13K ﹤0.01%
2,000
72
– –
-60,204
73
– –
-2,488
74
– –
-3,000
75
– –
-31,100
1 2
3