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
$780M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$11.2M
3
+$10.3M
4
TYL icon
Tyler Technologies
TYL
+$10.3M
5
LHCG
LHC Group LLC
LHCG
+$8.18M

Top Sells

1
+$25.7M
2
+$20.7M
3
+$14.1M
4
LIN icon
Linde
LIN
+$13M
5
ISRG icon
Intuitive Surgical
ISRG
+$5.35M

Sector Composition

1 Communication Services 23.09%
2 Technology 20.78%
3 Consumer Discretionary 19.92%
4 Healthcare 16.54%
5 Financials 16.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$56K 0.01%
17,500
77
– –
-2,107
78
– –
-108,200
79
– –
-1,196
80
– –
-33,400
81
– –
-224,675
82
– –
-5,000
1 2 3
4