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
$465M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$30M
3
+$29.1M
4
MIDD icon
Middleby
MIDD
+$27.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$27M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 30.17%
2 Financials 18.78%
3 Consumer Discretionary 11.37%
4 Technology 9.33%
5 Healthcare 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.9M 7.07%
+868,236
2
$30M 6.45%
+358,300
3
$29.1M 6.25%
+506,300
4
$27.7M 5.95%
+488,346
5
$27M 5.79%
+1,229,431
6
$24.3M 5.23%
+237,510
7
$23.7M 5.09%
+396,720
8
$21.2M 4.55%
+129,148
9
$17.4M 3.74%
+339,900
10
$15M 3.23%
+332,800
11
$14.1M 3.02%
+314,900
12
$13.9M 2.98%
+140,761
13
$13.7M 2.94%
+168,380
14
$12.1M 2.61%
+100,500
15
$10.8M 2.33%
+94,085
16
$9.5M 2.04%
+123,200
17
$9.47M 2.03%
+65,532
18
$8.45M 1.82%
+76,453
19
$7.76M 1.67%
+179,200
20
$7.59M 1.63%
+347,200
21
$6.65M 1.43%
+113,693
22
$6.64M 1.43%
+100,833
23
$6.32M 1.36%
+85,200
24
$5.46M 1.17%
+103,531
25
$5.43M 1.17%
+56,900
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