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
$1.1B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.87M
3
+$3.82M
4
LIN icon
Linde
LIN
+$3.36M
5
LHCG
LHC Group LLC
LHCG
+$1.43M

Top Sells

1
+$26.7M
2
+$10.9M
3
+$3.1M
4
AMZN icon
Amazon
AMZN
+$2.36M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.71M

Sector Composition

1 Communication Services 23.62%
2 Technology 22.13%
3 Healthcare 19.85%
4 Consumer Discretionary 19.7%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$115M 10.44%
729,660
-15,000
2
$101M 9.15%
1,941,300
-29,000
3
$97.1M 8.83%
287,243
-3,943
4
$93.5M 8.5%
356,953
-5,700
5
$92.4M 8.39%
439,100
+1,000
6
$79.4M 7.22%
179,820
-2,000
7
$58.9M 5.35%
268,500
-49,600
8
$51.8M 4.71%
176,100
+13,000
9
$48M 4.36%
172,813
-100
10
$38.8M 3.53%
182,700
+6,740
11
$34.2M 3.11%
465,660
-12,000
12
$34.2M 3.1%
135,900
+35,300
13
$33.6M 3.06%
285,925
+126,525
14
$32.1M 2.92%
311,840
-2,800
15
$31.7M 2.88%
283,930
+830
16
$31.2M 2.84%
426,200
-6,400
17
$26M 2.37%
74,700
-300
18
$23.6M 2.15%
204,188
+2,588
19
$15.1M 1.37%
92,731
-9,269
20
$10.2M 0.92%
50,842
+642
21
$7.5M 0.68%
1,389
22
$7.37M 0.67%
57,850
-2,000
23
$5.2M 0.47%
10,600
24
$4.73M 0.43%
19,850
+14,100
25
$3.13M 0.28%
20,100
-2,000
1
2 3