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
$696M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.3M
3
+$13.1M
4
BABA icon
Alibaba
BABA
+$2M
5
PGR icon
Progressive
PGR
+$804K

Top Sells

1
+$19.7M
2
+$18.2M
3
+$5.72M
4
SCHW icon
Charles Schwab
SCHW
+$4.98M
5
DAL icon
Delta Air Lines
DAL
+$4.56M

Sector Composition

1 Consumer Discretionary 22.85%
2 Healthcare 18.58%
3 Technology 18.54%
4 Communication Services 17.2%
5 Financials 14.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$109K 0.02%
+40,000
77
$90K 0.01%
12,000
78
$70K 0.01%
+50
79
$32K ﹤0.01%
+1,000
80
– –
-81,400
81
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-1,524
82
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-297,917
83
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-10,100
84
– –
-20,000
85
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-2,200
86
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-74,000
87
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-22,839
1 2 3
4