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
$563M
AUM Growth
-$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$6.86M
3
+$5.31M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.02M
5
COST icon
Costco
COST
+$600K

Top Sells

1
+$8.01M
2
+$6.52M
3
+$5.74M
4
ETN icon
Eaton
ETN
+$5.64M
5
IFF icon
International Flavors & Fragrances
IFF
+$5.2M

Sector Composition

1 Industrials 27.68%
2 Financials 16.08%
3 Healthcare 14.61%
4 Communication Services 12.27%
5 Technology 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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79
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82
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-30,300
83
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-3,000
84
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85
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-24,955
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87
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-4,500
1 2 3
4