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
$776M
AUM Growth
-$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$10.1M
3
+$5.79M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.82M
5
ETN icon
Eaton
ETN
+$3.3M

Top Sells

1
+$21.1M
2
+$17.3M
3
+$15.5M
4
TTD icon
Trade Desk
TTD
+$14.5M
5
TMO icon
Thermo Fisher Scientific
TMO
+$13.9M

Sector Composition

1 Communication Services 30.24%
2 Technology 22.75%
3 Consumer Discretionary 14.47%
4 Financials 10.95%
5 Healthcare 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$323K 0.04%
1,000
52
$311K 0.04%
660
53
$307K 0.04%
1,500
54
$279K 0.04%
1,600
-3,300
55
$275K 0.04%
600
56
$262K 0.03%
1,200
57
$248K 0.03%
1,000
58
$247K 0.03%
4,250
-2,400
59
$210K 0.03%
1,336
-2,156
60
$202K 0.03%
80,000
-30,000
61
$101K 0.01%
14,000
-12,000
62
$98K 0.01%
80,000
63
$5K ﹤0.01%
111
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64
– –
-2,600
65
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66
– –
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67
– –
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68
– –
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69
– –
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70
– –
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71
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72
– –
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73
– –
-2,817
1 2
3