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
$737M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.1M
3
+$9.83M
4
BABA icon
Alibaba
BABA
+$2.63M
5
CDW icon
CDW
CDW
+$1.99M

Top Sells

1
+$19.2M
2
+$18.5M
3
+$9.03M
4
MA icon
Mastercard
MA
+$3.23M
5
AMZN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-34,300
77
– –
-5,100
78
– –
-20,000
1 2 3
4