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
$597M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$10.9M
3
+$2.58M
4
AMP icon
Ameriprise Financial
AMP
+$2.32M
5
UPS icon
United Parcel Service
UPS
+$2.3M

Top Sells

1
+$15.4M
2
+$6.46M
3
+$5.11M
4
IHS
IHS INC CL-A COM STK
IHS
+$4.43M
5
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$3.59M

Sector Composition

1 Industrials 28.97%
2 Financials 19.41%
3 Technology 12.05%
4 Communication Services 11.27%
5 Consumer Discretionary 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$298K 0.05%
3,900
-2,000
77
$297K 0.05%
2,214
-83
78
$290K 0.05%
2,900
79
$282K 0.05%
7,200
80
$277K 0.05%
8,360
+376
81
$260K 0.04%
3,925
82
$257K 0.04%
+3,200
83
$254K 0.04%
5,000
84
$244K 0.04%
4,680
-400
85
$239K 0.04%
12,000
-8,000
86
$224K 0.04%
2,162
87
$223K 0.04%
4,310
88
$216K 0.04%
2,400
89
$213K 0.04%
+3,900
90
$118K 0.02%
500
-1,645
91
– –
-5,822
92
– –
-291,700
93
– –
-29,128
94
– –
-8,400
95
– –
-10,000
96
– –
-46,000
97
– –
-38,800
98
– –
-20,000
1 2 3
4