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
$603M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$2.58M
3
+$2.5M
4
NOV icon
NOV
NOV
+$2.5M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$1.29M

Top Sells

1
+$5.31M
2
+$4.71M
3
+$1.08M
4
GATX icon
GATX Corp
GATX
+$971K
5
STJ
St Jude Medical
STJ
+$915K

Sector Composition

1 Industrials 31.05%
2 Financials 15.11%
3 Communication Services 10.88%
4 Consumer Discretionary 10.77%
5 Healthcare 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$271K 0.04%
+7,000
77
$259K 0.04%
4,310
78
$257K 0.04%
2,162
79
$247K 0.04%
3,000
80
$237K 0.04%
2,000
-1,800
81
$212K 0.04%
+20,000
82
$210K 0.03%
3,200
83
$209K 0.03%
4,430
84
– –
-91,200
85
– –
-12,000
86
– –
-14,300
87
– –
-2,900
88
– –
-30,500
89
– –
-76,300
90
– –
-9,800
91
– –
-14,000
1 2 3
4