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
$587M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$7.77M
3
+$5.26M
4
WBA
Walgreens Boots Alliance
WBA
+$2.64M
5
META icon
Meta Platforms (Facebook)
META
+$1.19M

Top Sells

1
+$8.63M
2
+$8.41M
3
+$5.68M
4
AMP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$221K 0.04%
3,925
77
$220K 0.04%
+1,500
78
$218K 0.04%
3,200
79
$207K 0.04%
2,400
80
$203K 0.03%
5,440
-2,700
81
$50K 0.01%
50
82
– –
-16,500
83
– –
-3,000
84
– –
-70,700
85
– –
-4,310
86
– –
-13,950
87
– –
-10,000
88
– –
-40,000
89
– –
-23,000
1 2 3
4