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
$1.13B
AUM Growth
-$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$18.9M
3
+$16M
4
AGCO icon
AGCO
AGCO
+$12.9M
5
ETN icon
Eaton
ETN
+$7.07M

Top Sells

1
+$35.4M
2
+$29.8M
3
+$24.5M
4
XYZ
Block Inc
XYZ
+$11.3M
5
TTEC icon
TTEC Holdings
TTEC
+$10.9M

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
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-10,000
79
– –
-2,000
80
– –
-2,000
81
– –
-1,300
82
– –
-2,000
83
– –
-2,000
1 2 3
4