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
$533M
AUM Growth
+$1.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$18.3M
3
+$14.4M
4
ULTA icon
Ulta Beauty
ULTA
+$13.3M
5
NFLX icon
Netflix
NFLX
+$11.6M

Top Sells

1
+$37.5M
2
+$19.9M
3
+$19.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$18.6M
5
JPM icon
JPMorgan Chase
JPM
+$18.2M

Sector Composition

1 Healthcare 18.83%
2 Communication Services 18.78%
3 Industrials 18.19%
4 Financials 12.38%
5 Consumer Discretionary 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,000
77
– –
-116,800
78
– –
-6,696
79
– –
-82,053
80
– –
-40,000
81
– –
-52,810
1 2 3
4