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
$591M
AUM Growth
+$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$19.6M
3
+$14.2M
4
CELG
Celgene Corp
CELG
+$13.4M
5
TXN icon
Texas Instruments
TXN
+$7.3M

Top Sells

1
+$25.1M
2
+$18.7M
3
+$16.5M
4
ADP icon
Automatic Data Processing
ADP
+$4.67M
5
BABA icon
Alibaba
BABA
+$2.89M

Sector Composition

1 Consumer Discretionary 23.19%
2 Healthcare 22.91%
3 Communication Services 17.8%
4 Technology 13.81%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$194K 0.03%
120,000
77
$132K 0.02%
20,000
78
$129K 0.02%
+10,000
79
$113K 0.02%
2,200
-2,800
80
$113K 0.02%
12,000
81
$17K ﹤0.01%
50
82
– –
-45,400
83
– –
-237,550
84
– –
-278,259
85
– –
-17,000
86
– –
-100,000
87
– –
-1,914
88
– –
-4,950
89
– –
-2,400
1 2 3
4