WMC
Westwood Management Corporation Portfolio holdings
AUM $270M
1-Year Return
54.59%
This Quarter Return
+23.17%
1 Year Return
+54.59%
3 Year Return
+44.33%
5 Year Return
+320.78%
10 Year Return
+933.22%
AUM
$737M
AUM Growth
+$107M
(+17%)
Cap. Flow
-$18.3M
Cap. Flow
% of AUM
-2.49%
Top 10 Holdings %
Top 10 Hldgs %
69.19%
Holding
80
New
13
Increased
8
Reduced
20
Closed
5
Top Buys
| 1 |
Middleby
MIDD
|
+$14.1M |
| 2 |
Progressive
PGR
|
+$10.1M |
| 3 |
PTC
PTC
|
+$9.83M |
| 4 |
Alibaba
BABA
|
+$2.63M |
| 5 |
CDW
CDW
|
+$1.99M |
Top Sells
| 1 |
ResMed
RMD
|
+$19.2M |
| 2 |
FedEx
FDX
|
+$18.5M |
| 3 |
Take-Two Interactive
TTWO
|
+$9.03M |
| 4 |
Mastercard
MA
|
+$3.23M |
| 5 |
Amazon
AMZN
|
+$2.58M |
Sector Composition
| 1 | Communication Services | 23.11% |
| 2 | Consumer Discretionary | 20.6% |
| 3 | Healthcare | 19.38% |
| 4 | Technology | 17.11% |
| 5 | Financials | 14.04% |