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
$755M
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$8.81M
3 +$8.37M
4
ATR icon
AptarGroup
ATR
+$1.54M
5
MRK icon
Merck
MRK
+$522K

Top Sells

1 +$26M
2 +$21.7M
3 +$3.87M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.61M
5
MA icon
Mastercard
MA
+$1.38M

Sector Composition

1 Communication Services 22.72%
2 Technology 20.02%
3 Consumer Discretionary 19.63%
4 Healthcare 19.62%
5 Financials 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-11,150
77
-16,000
78
-16,000