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
$762M
AUM Growth
-$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$8.38M
3
+$3.72M
4
MRVL icon
Marvell Technology
MRVL
+$2.01M
5
NTRA icon
Natera
NTRA
+$1.13M

Top Sells

1
+$28.6M
2
+$6.51M
3
+$2.53M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.04M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.78M

Sector Composition

1 Communication Services 29.63%
2 Technology 21.24%
3 Consumer Discretionary 17.3%
4 Financials 12.76%
5 Healthcare 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$426K 0.06%
+5,000
52
$402K 0.05%
1,205
53
$378K 0.05%
6,750
54
$372K 0.05%
4,266
-2,112
55
$362K 0.05%
1,365
-435
56
$293K 0.04%
1,000
57
$291K 0.04%
1,200
58
$289K 0.04%
2,000
59
$280K 0.04%
1,500
60
$269K 0.04%
26,000
61
$265K 0.03%
660
62
$262K 0.03%
1,200
63
$257K 0.03%
5,866
64
$252K 0.03%
2,600
65
$249K 0.03%
2,817
66
$232K 0.03%
600
67
$214K 0.03%
+2,488
68
$84K 0.01%
+20,000
69
$68K 0.01%
80,000
70
$24K ﹤0.01%
578
71
$7K ﹤0.01%
2,000
72
– –
-1,000
73
– –
-1,000
74
– –
-28,440
75
– –
-92,250
1 2
3
4