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
$526M
AUM Growth
-$1.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$27.8M
3
+$16.9M
4
MMM icon
3M
MMM
+$14.7M
5
FI icon
Fiserv
FI
+$11.2M

Top Sells

1
+$32.4M
2
+$29.3M
3
+$28.8M
4
WM icon
Waste Management
WM
+$17M
5
COST icon
Costco
COST
+$9.85M

Sector Composition

1 Consumer Discretionary 18.74%
2 Healthcare 18.13%
3 Technology 17.41%
4 Communication Services 17.37%
5 Financials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,000
77
– –
-96,050
78
– –
-287,600
79
– –
-15,000
1 2 3
4