Westwood Management Corp has filed its 13F form on January 29, 2024 for Q4 2023 where it was disclosed a total value porftolio of $270 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $30M, Mastercard Inc with a value of $27.2M, Meta Platforms, Inc. with a value of $24.6M, Amazon Com Inc with a value of $24.5M, and Trade Desk, Inc. with a value of $21M.

Examining the 13F form we can see an decrease of $426M in the current position value, from $696M to 270M.

Below you can find more details about Westwood Management Corp portfolio as well as his latest detailed transactions.

Portfolio value $270 Million
Technology: $85.5 Million
Communication Services: $53.3 Million
Consumer Cyclical: $42.9 Million
Financial Services: $28.9 Million
Healthcare: $21.9 Million
Industrials: $19.6 Million
Consumer Defensive: $5.98 Million
Basic Materials: $411,000
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $270 Million
  • Prior Value $696 Million
  • Filing
  • Period Q4 2023
  • Filing Date January 29, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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