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

Top Buys

1
+$25.7M
2
+$19.2M
3
+$14.7M
4
ULTA icon
Ulta Beauty
ULTA
+$14.3M
5
NFLX icon
Netflix
NFLX
+$11.6M

Top Sells

1
+$36.3M
2
+$19.9M
3
+$19.7M
4
SRCL
Stericycle Inc
SRCL
+$19.6M
5
JPM icon
JPMorgan Chase
JPM
+$18.5M

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
– –
-116,800
77
– –
-6,696
78
– –
-82,053
79
– –
-40,000
80
– –
-140,700
81
– –
-52,810
1 2 3
4