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
$750M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$7.94M
3
+$6.74M
4
ISRG icon
Intuitive Surgical
ISRG
+$3.3M
5
PTC icon
PTC
PTC
+$3M

Top Sells

1
+$22.2M
2
+$20.6M
3
+$2.21M
4
LH icon
Labcorp
LH
+$1.8M
5
PPG icon
PPG Industries
PPG
+$1.36M

Sector Composition

1 Consumer Discretionary 23.5%
2 Healthcare 22.25%
3 Communication Services 18.41%
4 Technology 15.57%
5 Financials 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$23K ﹤0.01%
1,000
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81
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85
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-3,000
1 2 3
4