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
$639M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$1.92M
3
+$1.15M
4
TDOC icon
Teladoc Health
TDOC
+$1.04M
5
MSFT icon
Microsoft
MSFT
+$951K

Top Sells

1
+$7.3M
2
+$1.88M
3
+$1.08M
4
XLNX
Xilinx Inc
XLNX
+$579K
5
MKTX icon
MarketAxess Holdings
MKTX
+$562K

Sector Composition

1 Consumer Discretionary 24.26%
2 Healthcare 23.28%
3 Communication Services 17.51%
4 Technology 13.14%
5 Industrials 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$91K 0.01%
+222
77
$81K 0.01%
12,000
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-10,900
83
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-10,000
84
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-90,600
85
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-50
86
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87
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-3,000
88
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-120,000
1 2 3
4