WMC
Westwood Management Corporation Portfolio holdings
AUM
$270M
1-Year Return
54.59%
This Quarter Return
+0.08%
1 Year Return
+54.59%
3 Year Return
+44.33%
5 Year Return
+320.78%
10 Year Return
+933.22%
AUM
$762M
AUM Growth
-$33.7M
(-4.2%)
Cap. Flow
-$16M
Cap. Flow
% of AUM
-2.11%
Top 10 Holdings %
Top 10 Hldgs %
75.56%
Holding
78
New
5
Increased
6
Reduced
19
Closed
5
Top Buys
| 1 |
T-Mobile US
TMUS
|
+$17.3M |
| 2 |
Boeing
BA
|
+$8.38M |
| 3 |
Linde
LIN
|
+$3.72M |
| 4 |
Marvell Technology
MRVL
|
+$2.01M |
| 5 |
Natera
NTRA
|
+$1.13M |
Top Sells
| 1 |
SBNY
Signature Bank
SBNY
|
+$28.6M |
| 2 |
AVLR
Avalara, Inc.
AVLR
|
+$6.51M |
| 3 |
Microsoft
MSFT
|
+$2.53M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.04M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$1.78M |
Sector Composition
| 1 | Communication Services | 29.63% |
| 2 | Technology | 21.24% |
| 3 | Consumer Discretionary | 17.3% |
| 4 | Financials | 12.76% |
| 5 | Healthcare | 11.06% |