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

Top Buys

1
+$12.3M
2
+$317K
3
+$100K
4
JPM icon
JPMorgan Chase
JPM
+$95.9K

Top Sells

1
+$12.5M
2
+$2.68M
3
+$2.48M
4
MA icon
Mastercard
MA
+$2.38M
5
COHR
Coherent Inc
COHR
+$2.17M

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
1 2 3
4