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
$669M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$2.68M
3
+$2.11M
4
TDOC icon
Teladoc Health
TDOC
+$1.49M
5
BA icon
Boeing
BA
+$1.27M

Top Sells

1
+$28.1M
2
+$1.22M
3
+$1.1M
4
ULTA icon
Ulta Beauty
ULTA
+$746K
5
LH icon
Labcorp
LH
+$423K

Sector Composition

1 Healthcare 23.55%
2 Consumer Discretionary 23.41%
3 Communication Services 18.77%
4 Technology 16.42%
5 Financials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$97K 0.01%
222
77
$88K 0.01%
12,000
78
– –
-7,984
79
– –
-14,200
80
– –
-373,500
81
– –
-27,778
1 2 3
4