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
$786M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.58M
3
+$930K
4
TSLA icon
Tesla
TSLA
+$283K
5
PANW icon
Palo Alto Networks
PANW
+$240K

Top Sells

1
+$9.35M
2
+$9.17M
3
+$8.62M
4
TTD icon
Trade Desk
TTD
+$7.35M
5
TMUS icon
T-Mobile US
TMUS
+$6.17M

Sector Composition

1 Communication Services 29.96%
2 Technology 22.21%
3 Consumer Discretionary 15.36%
4 Financials 11.77%
5 Healthcare 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$403K 0.05%
1,200
52
$378K 0.05%
3,500
53
$360K 0.05%
660
54
$351K 0.04%
110,000
55
$331K 0.04%
2,000
56
$327K 0.04%
1,000
57
$312K 0.04%
1,500
58
$283K 0.04%
+1,365
59
$267K 0.03%
600
60
$263K 0.03%
2,600
61
$263K 0.03%
1,200
62
$255K 0.03%
1,000
63
$241K 0.03%
6,000
-2,800
64
$239K 0.03%
5,866
65
$233K 0.03%
2,817
66
$228K 0.03%
+1,000
67
$219K 0.03%
26,000
68
$99K 0.01%
80,000
69
$27K ﹤0.01%
578
70
– –
-27,500
1 2
3