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
$521M
AUM Growth
-$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$18.5M
3
+$16.1M
4
APTV icon
Aptiv
APTV
+$8.23M
5
COHR
Coherent Inc
COHR
+$5.54M

Top Sells

1
+$27.3M
2
+$22.6M
3
+$18.3M
4
JNJ icon
Johnson & Johnson
JNJ
+$11.5M
5
MMM icon
3M
MMM
+$9.18M

Sector Composition

1 Consumer Discretionary 21.65%
2 Communication Services 17.72%
3 Healthcare 15.43%
4 Financials 15.39%
5 Industrials 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-12,000
77
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78
– –
-11,000
79
– –
-191,245
80
– –
-12,000
81
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-315,800
82
– –
-11,330
1 2 3
4