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
$715M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$19.1M
3
+$18.2M
4
PX
Praxair Inc
PX
+$11.2M
5
JPM icon
JPMorgan Chase
JPM
+$8.81M

Top Sells

1
+$30.9M
2
+$21.3M
3
+$20.9M
4
CCL icon
Carnival Corp
CCL
+$9.83M
5
VMC icon
Vulcan Materials
VMC
+$8.01M

Sector Composition

1 Consumer Discretionary 24.14%
2 Technology 20.47%
3 Communication Services 17.97%
4 Healthcare 16.42%
5 Financials 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$75K 0.01%
222
77
$71K 0.01%
12,000
78
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79
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80
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81
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-189,544
82
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-10,000
83
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-67,000
84
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-211,830
85
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-213,000
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4