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
$786M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.58M
3
+$930K
4
TSLA icon
Tesla
TSLA
+$283K
5
PANW icon
Palo Alto Networks
PANW
+$240K

Top Sells

1
+$9.35M
2
+$9.17M
3
+$8.62M
4
TTD icon
Trade Desk
TTD
+$7.35M
5
TMUS icon
T-Mobile US
TMUS
+$6.17M

Sector Composition

1 Communication Services 29.96%
2 Technology 22.21%
3 Consumer Discretionary 15.36%
4 Financials 11.77%
5 Healthcare 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$96M 12.22%
333,109
-31,791
2
$85.3M 10.85%
1,400,132
-120,673
3
$80.8M 10.28%
222,260
-23,713
4
$77.5M 9.86%
134,390
-16,230
5
$60.1M 7.65%
283,749
-12,500
6
$58.6M 7.46%
567,703
-55,857
7
$39.7M 5.05%
134,433
-16,750
8
$35.2M 4.48%
338,804
-31,056
9
$33.6M 4.28%
323,941
-42,199
10
$27.7M 3.52%
77,836
-13,504
11
$21.1M 2.69%
145,768
-42,592
12
$21.1M 2.68%
59,471
-12,248
13
$18.7M 2.38%
88,077
-24,523
14
$17.3M 2.2%
135,725
-11,300
15
$15.7M 2%
91,807
-27,916
16
$15.5M 1.97%
138,000
+800
17
$9.09M 1.16%
40,300
-200
18
$7.57M 0.96%
75,780
+2,400
19
$7.47M 0.95%
37,401
-200
20
$5.81M 0.74%
134,174
-34,301
21
$5.62M 0.72%
34,092
22
$5.53M 0.7%
24,600
-1,000
23
$4.08M 0.52%
10,600
24
$3.61M 0.46%
35,300
25
$2.44M 0.31%
4,900
1
2 3