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
$601M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$12.6M
3
+$9.22M
4
LLY icon
Eli Lilly
LLY
+$8.64M
5
WBC
WABCO HOLDINGS INC.
WBC
+$6.32M

Top Sells

1
+$24.3M
2
+$16.1M
3
+$8.52M
4
PX
Praxair Inc
PX
+$8.14M
5
CPAY icon
Corpay
CPAY
+$5.17M

Sector Composition

1 Industrials 28.06%
2 Financials 15.11%
3 Consumer Discretionary 15.08%
4 Healthcare 14.69%
5 Communication Services 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.6M 7.08%
806,300
+7,900
2
$41.2M 6.85%
401,480
-4,700
3
$40.8M 6.78%
765,941
4
$36.7M 6.11%
425,252
-200
5
$36.1M 6.01%
439,200
+2,100
6
$35.1M 5.83%
233,584
+11,800
7
$31.6M 5.25%
321,510
-8,100
8
$30.5M 5.07%
228,110
+174,310
9
$29.6M 4.93%
1,077,450
-34,494
10
$26.6M 4.42%
197,810
+3,800
11
$25.4M 4.22%
118,250
-4,000
12
$22.9M 3.81%
201,500
+81,200
13
$22.4M 3.72%
94,539
+376
14
$21.2M 3.53%
128,298
15
$15M 2.49%
87,905
+74,105
16
$14.9M 2.48%
129,430
+22,390
17
$14.5M 2.41%
123,900
+15,300
18
$12.6M 2.09%
316,880
+12,400
19
$11M 1.83%
101,470
+800
20
$8.64M 1.44%
+118,950
21
$6.32M 1.05%
+51,410
22
$6.27M 1.04%
116,800
-12,000
23
$5.89M 0.98%
83,115
-12,744
24
$5.68M 0.94%
70,700
+22,600
25
$3.88M 0.64%
29,620
1
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