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
$601M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$12.6M
3
+$9.22M
4
LLY icon
Eli Lilly
LLY
+$8.64M
5
WBC
WABCO HOLDINGS INC.
WBC
+$6.32M

Top Sells

1
+$24.3M
2
+$16.1M
3
+$8.52M
4
PX
Praxair Inc
PX
+$8.14M
5
CPAY icon
Corpay
CPAY
+$5.17M

Sector Composition

1 Industrials 28.06%
2 Financials 15.11%
3 Consumer Discretionary 15.08%
4 Healthcare 14.69%
5 Communication Services 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$257K 0.04%
3,789
77
$254K 0.04%
40,000
+10,000
78
$253K 0.04%
+5,000
79
$234K 0.04%
3,200
80
$228K 0.04%
4,430
81
$223K 0.04%
+12,000
82
$210K 0.03%
+3,000
83
$210K 0.03%
4,310
84
$200K 0.03%
2,400
85
$51K 0.01%
+50
86
– –
-154,800
87
– –
-35,482
88
– –
-43,950
89
– –
-331,350
90
– –
-8,300
91
– –
-90,800
92
– –
-12,900
93
– –
-3,850
94
– –
-34,750
1 2 3
4