WMC
Westwood Management Corporation Portfolio holdings
AUM
$270M
1-Year Return
54.59%
This Quarter Return
+0.4%
1 Year Return
+54.59%
3 Year Return
+44.33%
5 Year Return
+320.78%
10 Year Return
+933.22%
AUM
$587M
AUM Growth
-$14M
(-2.3%)
Cap. Flow
-$7.2M
Cap. Flow
% of AUM
-1.23%
Top 10 Holdings %
Top 10 Hldgs %
58.2%
Holding
92
New
4
Increased
8
Reduced
19
Closed
8
Top Buys
| 1 |
Domino's
DPZ
|
+$7.82M |
| 2 |
JPMorgan Chase
JPM
|
+$7.77M |
| 3 |
HCA Healthcare
HCA
|
+$5.26M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
+$2.64M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.19M |
Top Sells
| 1 |
Union Pacific
UNP
|
+$8.63M |
| 2 |
Eli Lilly
LLY
|
+$8.41M |
| 3 |
Marriott International Class A Common Stock
MAR
|
+$5.68M |
| 4 |
Ameriprise Financial
AMP
|
+$2.77M |
| 5 |
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
|
+$1.92M |
Sector Composition
| 1 | Industrials | 25.02% |
| 2 | Financials | 16.87% |
| 3 | Healthcare | 16.04% |
| 4 | Consumer Discretionary | 15.32% |
| 5 | Communication Services | 11.74% |
