WMC
Westwood Management Corporation Portfolio holdings
AUM $270M
1-Year Return
54.59%
This Quarter Return
-18.56%
1 Year Return
+54.59%
3 Year Return
+44.33%
5 Year Return
+320.78%
10 Year Return
+933.22%
AUM
$631M
AUM Growth
-$183M
(-22%)
Cap. Flow
-$20.7M
Cap. Flow
% of AUM
-3.28%
Top 10 Holdings %
Top 10 Hldgs %
66.82%
Holding
78
New
1
Increased
3
Reduced
19
Closed
11
Top Buys
| 1 |
Linde
LIN
|
+$12.2M |
| 2 |
DexCom
DXCM
|
+$299K |
| 3 |
OTRK
Ontrak
OTRK
|
+$93.8K |
| 4 |
JPMorgan Chase
JPM
|
+$87.9K |
Top Sells
| 1 |
PX
Praxair Inc
PX
|
+$12.5M |
| 2 |
Alibaba
BABA
|
+$2.49M |
| 3 |
Mastercard
MA
|
+$2.26M |
| 4 |
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% |