WMC

Westwood Management Corporation Portfolio holdings

AUM $270M
1-Year Est. Return 54.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
-$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$20.3M
3
+$13.9M
4
AGCO icon
AGCO
AGCO
+$11.2M
5
ETN icon
Eaton
ETN
+$6.59M

Top Sells

1
+$38.5M
2
+$38.1M
3
+$25.7M
4
XYZ
Block Inc
XYZ
+$11.7M
5
TTD icon
Trade Desk
TTD
+$11.4M

Sector Composition

1 Communication Services 26.49%
2 Consumer Discretionary 19.26%
3 Technology 18.87%
4 Healthcare 14.78%
5 Financials 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$200K 0.02%
499
-1
77
$88K 0.01%
80,000
78
– –
-1,300
79
– –
-2,000
80
– –
-10,000
81
– –
-2,000
82
– –
-2,000
83
– –
-2,000
1 2 3
4