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Home > Institutional Investor > Westwood Management Corp > Profile

Instuitional Investor - Westwood Management Corp

Fund Profile
Filing Period:
Fund Name: Westwood Management Corp
Portfolio Value $270,162
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 79,700 $29,970 11.09%
2.
Mastercard Inc
 MA 63,800 $27,211 10.07%
3.
Meta Platforms Inc.
 META 69,535 $24,613 9.11%
4.
Amazon Com Inc
 AMZN 161,360 $24,517 9.07%
5.
Trade Desk Inc.
 TTD 292,005 $21,013 7.77%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)