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
$1.22B
AUM Growth
-$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$25.2M
2 +$8.24M
3 +$4.65M
4
MIDD icon
Middleby
MIDD
+$3.56M
5
AXON icon
Axon Enterprise
AXON
+$3.45M

Top Sells

1 +$18.3M
2 +$18.2M
3 +$3.61M
4
DMTK
DermTech, Inc. Common Stock
DMTK
+$2.12M
5
TTD icon
Trade Desk
TTD
+$1.29M

Sector Composition

1 Communication Services 28.07%
2 Technology 19.07%
3 Consumer Discretionary 16.68%
4 Financials 15.34%
5 Healthcare 14.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,000
77
-6,000
78
-51,000