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
$562M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$22.5M
3
+$19.7M
4
MSFT icon
Microsoft
MSFT
+$1.72M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.4M

Top Sells

1
+$20.9M
2
+$15.4M
3
+$11.2M
4
MMM icon
3M
MMM
+$8.66M
5
TRU icon
TransUnion
TRU
+$5.67M

Sector Composition

1 Healthcare 24.78%
2 Consumer Discretionary 23.55%
3 Communication Services 18.07%
4 Technology 8.52%
5 Financials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$94K 0.02%
100,000
77
$57K 0.01%
50
78
– –
-4,000
79
– –
-4,000
80
– –
-5,231
81
– –
-278,000
82
– –
-169,400
1 2 3
4