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
$631M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$299K
3 +$93.8K
4
JPM icon
JPMorgan Chase
JPM
+$87.9K

Top Sells

1 +$12.5M
2 +$2.49M
3 +$2.26M
4
TTWO icon
Take-Two Interactive
TTWO
+$2.21M
5
COHR
Coherent Inc
COHR
+$1.79M

Sector Composition

1 Healthcare 22.46%
2 Communication Services 22.21%
3 Consumer Discretionary 20.11%
4 Technology 15.72%
5 Financials 12.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,300