WMC

Westwood Management Corporation Portfolio holdings

AUM $270M
1-Year Est. Return 54.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$532M
AUM Growth
-$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$10.4M
3
+$5.54M
4
SBAC icon
SBA Communications
SBAC
+$3.99M
5
JLL icon
Jones Lang LaSalle
JLL
+$3.03M

Top Sells

1
+$37.5M
2
+$26.5M
3
+$8.22M
4
AAPL icon
Apple
AAPL
+$2.46M
5
HON icon
Honeywell
HON
+$2.42M

Sector Composition

1 Industrials 28.15%
2 Financials 18.28%
3 Healthcare 17.77%
4 Communication Services 14.18%
5 Consumer Discretionary 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4