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
$1.19B
AUM Growth
+$90.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$12.5M
3
+$10.9M
4
AVLR
Avalara, Inc.
AVLR
+$9.85M
5
NTRA icon
Natera
NTRA
+$6.56M

Top Sells

1
+$32.1M
2
+$17.4M
3
+$8.71M
4
AMZN icon
Amazon
AMZN
+$6.38M
5
MA icon
Mastercard
MA
+$3.2M

Sector Composition

1 Communication Services 26.81%
2 Technology 25.66%
3 Consumer Discretionary 18.25%
4 Healthcare 15.22%
5 Financials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$68K 0.01%
80,000
77
– –
-1,200
78
– –
-311,840
79
– –
-5,472
80
– –
-20,100
1 2 3
4