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WMC

Westwood Management Corporation Portfolio holdings

AUM $270M
1-Year Est. Return 54.59%
This Fund
S&P 500
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
+$26.6M
2
+$7.51M
3
+$6.59M
4
ISRG icon
Intuitive Surgical
ISRG
+$3.16M
5
PTC icon
PTC
PTC
+$2.77M

Top Sells

1
+$22.2M
2
+$21.7M
3
+$2.16M
4
LH icon
Labcorp
LH
+$1.76M
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
77
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78
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79
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-9,900
80
– –
-1,196
81
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-12,200
82
– –
-7,200
83
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84
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-50
85
– –
-3,000
1 2 3
4