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
$1.31B
AUM Growth
+$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$25.6M
2 +$18.9M
3 +$10.9M
4
CRM icon
Salesforce
CRM
+$5.72M
5
VICR icon
Vicor
VICR
+$5.12M

Top Sells

1 +$27.3M
2 +$24.8M
3 +$7.16M
4
TTEC icon
TTEC Holdings
TTEC
+$6.36M
5
TRU icon
TransUnion
TRU
+$5.9M

Sector Composition

1 Communication Services 28.57%
2 Technology 21.25%
3 Consumer Discretionary 16.98%
4 Financials 14.99%
5 Healthcare 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-67,948
77
-700
78
-173,800
79
-19,000