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
$1.24B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$17.7M
3
+$11.8M
4
APTV icon
Aptiv
APTV
+$7.21M
5
TRU icon
TransUnion
TRU
+$3.8M

Top Sells

1
+$25.5M
2
+$22.8M
3
+$12.9M
4
TTD icon
Trade Desk
TTD
+$4.1M
5
TDOC icon
Teladoc Health
TDOC
+$2.57M

Sector Composition

1 Communication Services 28.26%
2 Consumer Discretionary 20.84%
3 Technology 18.07%
4 Healthcare 13.63%
5 Financials 12.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$218K 0.02%
+700
77
$90K 0.01%
80,000
78
– –
-90,000
79
– –
-499
80
– –
-35,000
81
– –
-1,000
1 2 3
4