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
$580M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$12M
3
+$11.9M
4
CPAY icon
Corpay
CPAY
+$5.17M
5
MSFT icon
Microsoft
MSFT
+$4.22M

Top Sells

1
+$38.8M
2
+$20.7M
3
+$6.13M
4
EOG icon
EOG Resources
EOG
+$5.96M
5
M icon
Macy's
M
+$5.83M

Sector Composition

1 Industrials 27.41%
2 Financials 17.22%
3 Healthcare 16.81%
4 Consumer Discretionary 14.65%
5 Communication Services 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$240K 0.04%
4,430
77
$233K 0.04%
+8,300
78
$222K 0.04%
+3,200
79
$221K 0.04%
4,310
80
$211K 0.04%
+3,850
81
$205K 0.04%
2,400
-640
82
$201K 0.03%
+30,000
83
– –
-60,200
84
– –
-6,000
85
– –
-20,000
86
– –
-321,500
87
– –
-9,200
88
– –
-178,100
89
– –
-358,427
1 2 3
4