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
$465M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$30M
3
+$29.1M
4
MIDD icon
Middleby
MIDD
+$27.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$27M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 30.17%
2 Financials 18.78%
3 Consumer Discretionary 11.37%
4 Technology 9.33%
5 Healthcare 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$327K 0.07%
+8,000
77
$313K 0.07%
+6,526
78
$302K 0.06%
+2,715
79
$297K 0.06%
+2,650
80
$290K 0.06%
+2,900
81
$288K 0.06%
+6,000
82
$280K 0.06%
+50,000
83
$278K 0.06%
+20,000
84
$262K 0.06%
+3,925
85
$248K 0.05%
+7,984
86
$241K 0.05%
+4,310
87
$236K 0.05%
+7,200
88
$209K 0.04%
+5,000
89
$176K 0.04%
+25,000
90
$128K 0.03%
+750
1 2 3
4