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
$528M
AUM Growth
-$5.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$17M
3
+$13M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.1M
5
ACN icon
Accenture
ACN
+$5.46M

Top Sells

1
+$18.2M
2
+$17.1M
3
+$16.1M
4
NFLX icon
Netflix
NFLX
+$11.6M
5
MIDD icon
Middleby
MIDD
+$6.05M

Sector Composition

1 Industrials 20.76%
2 Healthcare 19.56%
3 Communication Services 17.64%
4 Technology 14.79%
5 Consumer Discretionary 12.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-114,105
77
– –
-1,000
78
– –
-56,100
79
– –
-101,650
80
– –
-163,050
1 2 3
4