WMC
Westwood Management Corporation Portfolio holdings
AUM
$270M
1-Year Return
54.59%
This Quarter Return
-20.87%
1 Year Return
+54.59%
3 Year Return
+44.33%
5 Year Return
+320.78%
10 Year Return
+933.22%
AUM
$795M
AUM Growth
-$260M
(-25%)
Cap. Flow
-$23.7M
Cap. Flow
% of AUM
-2.98%
Top 10 Holdings %
Top 10 Hldgs %
75.25%
Holding
78
New
3
Increased
4
Reduced
22
Closed
5
Top Buys
| 1 |
T-Mobile US
TMUS
|
+$5.48M |
| 2 |
Palo Alto Networks
PANW
|
+$262K |
| 3 |
Ulta Beauty
ULTA
|
+$254K |
| 4 |
Eaton
ETN
|
+$202K |
| 5 |
Intuitive Surgical
ISRG
|
+$201K |
Top Sells
| 1 |
DocuSign
DOCU
|
+$6.45M |
| 2 |
LHCG
LHC Group LLC
LHCG
|
+$5.24M |
| 3 |
Mastercard
MA
|
+$2.3M |
| 4 |
Microsoft
MSFT
|
+$2.23M |
| 5 |
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% |
