WESTWOOD MANAGEMENT CORP

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Westwood Management Corp is based out of Chicago. Westwood Management Corp is a large advisory firm with 119 clients and discretionary assets under management (AUM) of $1,364,956,176 (Form ADV from 2022-07-25). Their last reported 13F filing for Q4 2022 included $742,191,000 in managed 13F securities and a top 10 holdings concentration of 74.76%. Westwood Management Corp's largest holding is Microsoft Corp. with shares held of 364,900. Westwood Management Corp has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 89 13F filings

12/31/2022

13F Activity

  • Market Value $742.191 Million
  • Prior Market Value $761.542 Million
  • New Purchases2 stocks
  • Additional Purchases5 stocks
  • Sold out of6 stocks
  • Reduced holdings in18 stocks
  • Top 10 Holdings % 74.76 %
  • Turnover % [1]:11.59%
  • Turnover Alt % [2]: 2.04 %
  • Time Held Top20:17.85 quarters
  • Time Held Top10:23.20 quarters
  • Time Held All:25.22 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

12/31/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-11-14

Performance for Q3 2022: -13.96%
Performance Last 4 Quarters: -31.69%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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*Shares are split adjusted

Global (ex. US) Holdings

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Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

View Last Form Adv Compilation Report on Record

WESTWOOD MANAGEMENT CORPORATION
190 S LASALLE STREET SUITE 440
CHICAGO IL    60603
Country: United States
Business Phone: 312-236-3336
Fax: 312-236-9669
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: IL
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 119
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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Insider Transactions in the past year

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WESTWOOD MANAGEMENT CORPORATION

ownership team - last updated 2022-07-25
Name Title Start Date Direct/Indirect % Ownership

WESTWOOD MANAGEMENT CORPORATION

ownership team - last updated 2022-03-25
Name Title Start Date Direct/Indirect % Ownership
PERLOW GIFT TRUST FOR LLOYD U/A/D 12/1/98 SHAREHOLDER 12/01/1998 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION SHAREHOLDER direct 1998-12-01
PERLOW GIFT TRUST FOR JULIE U/A/D 12/1/98 SHAREHOLDER 12/01/1998 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION SHAREHOLDER direct 1998-12-01
PERLOW, MICHAEL, (NMN) PRESIDENT & CHIEF COMPLIANCE OFFICER 04/01/1976 Direct 75% or more
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1976-04-01
WESTWOOD MANAGEMENT CORPORATION PRESIDENT direct 1976-04-01 2005-03-15
WESTWOOD MANAGEMENT CORPORATION PRESIDENT & CCO direct 1976-04-01 2006-03-13
FRIEDMAN, ABEL, (NMN) TRUSTEE PERLOW GIFT TRUST FOR JULIE U/A/D 12/1/98 12/01/1998 Indirect Other
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION TRUSTEE direct 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01
FRIEDMAN, ABEL, (NMN) TRUSTEE PERLOW GIFT TRUST FOR LLOYD U/A/D 12/1/98 12/01/1998 Indirect Other
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION TRUSTEE direct 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01

WESTWOOD MANAGEMENT CORPORATION

ownership team - last updated 2021-03-23
Name Title Start Date Direct/Indirect % Ownership
PERLOW GIFT TRUST FOR LLOYD U/A/D 12/1/98 SHAREHOLDER 12/01/1998 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION SHAREHOLDER direct 1998-12-01
PERLOW GIFT TRUST FOR JULIE U/A/D 12/1/98 SHAREHOLDER 12/01/1998 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION SHAREHOLDER direct 1998-12-01
PERLOW, MICHAEL, (NMN) PRESIDENT & CHIEF COMPLIANCE OFFICER 04/01/1976 Direct 75% or more
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1976-04-01
WESTWOOD MANAGEMENT CORPORATION PRESIDENT direct 1976-04-01 2005-03-15
WESTWOOD MANAGEMENT CORPORATION PRESIDENT & CCO direct 1976-04-01 2006-03-13
FRIEDMAN, ABEL, (NMN) TRUSTEE PERLOW GIFT TRUST FOR LLOYD U/A/D 12/1/98 12/01/1998 Indirect Other
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION TRUSTEE direct 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01
FRIEDMAN, ABEL, (NMN) TRUSTEE PERLOW GIFT TRUST FOR JULIE U/A/D 12/1/98 12/01/1998 Indirect Other
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION TRUSTEE direct 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01

WESTWOOD MANAGEMENT CORPORATION

ownership team - last updated 2020-06-09
Name Title Start Date Direct/Indirect % Ownership
PERLOW GIFT TRUST FOR LLOYD U/A/D 12/1/98 SHAREHOLDER 12/01/1998 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION SHAREHOLDER direct 1998-12-01
PERLOW GIFT TRUST FOR JULIE U/A/D 12/1/98 SHAREHOLDER 12/01/1998 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION SHAREHOLDER direct 1998-12-01
PERLOW, MICHAEL, (NMN) PRESIDENT & CHIEF COMPLIANCE OFFICER 04/01/1976 Direct 75% or more
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1976-04-01
WESTWOOD MANAGEMENT CORPORATION PRESIDENT direct 1976-04-01 2005-03-15
WESTWOOD MANAGEMENT CORPORATION PRESIDENT & CCO direct 1976-04-01 2006-03-13
FRIEDMAN, ABEL, (NMN) TRUSTEE PERLOW GIFT TRUST FOR LLOYD U/A/D 12/1/98 12/01/1998 Indirect Other
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION TRUSTEE direct 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01
FRIEDMAN, ABEL, (NMN) TRUSTEE PERLOW GIFT TRUST FOR JULIE U/A/D 12/1/98 12/01/1998 Indirect Other
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION TRUSTEE direct 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01

WESTWOOD MANAGEMENT CORPORATION

ownership team - last updated 2020-03-25
Name Title Start Date Direct/Indirect % Ownership

WESTWOOD MANAGEMENT CORPORATION

ownership team - last updated 2019-03-25
Name Title Start Date Direct/Indirect % Ownership
PERLOW GIFT TRUST FOR LLOYD U/A/D 12/1/98 SHAREHOLDER 12/01/1998 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION SHAREHOLDER direct 1998-12-01
PERLOW GIFT TRUST FOR JULIE U/A/D 12/1/98 SHAREHOLDER 12/01/1998 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION SHAREHOLDER direct 1998-12-01
PERLOW, MICHAEL, (NMN) PRESIDENT & CHIEF COMPLIANCE OFFICER 04/01/1976 Direct 75% or more
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1976-04-01
WESTWOOD MANAGEMENT CORPORATION PRESIDENT direct 1976-04-01 2005-03-15
WESTWOOD MANAGEMENT CORPORATION PRESIDENT & CCO direct 1976-04-01 2006-03-13
FRIEDMAN, ABEL, (NMN) TRUSTEE PERLOW GIFT TRUST FOR LLOYD U/A/D 12/1/98 12/01/1998 Indirect Other
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION TRUSTEE direct 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01
FRIEDMAN, ABEL, (NMN) TRUSTEE PERLOW GIFT TRUST FOR JULIE U/A/D 12/1/98 12/01/1998 Indirect Other
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION TRUSTEE direct 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01

WESTWOOD MANAGEMENT CORPORATION

ownership team - last updated 2017-03-24
Name Title Start Date Direct/Indirect % Ownership
PERLOW GIFT TRUST FOR LLOYD U/A/D 12/1/98 SHAREHOLDER 12/01/1998 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION SHAREHOLDER direct 1998-12-01
PERLOW GIFT TRUST FOR JULIE U/A/D 12/1/98 SHAREHOLDER 12/01/1998 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION SHAREHOLDER direct 1998-12-01
PERLOW, MICHAEL, (NMN) PRESIDENT & CHIEF COMPLIANCE OFFICER 04/01/1976 Direct 75% or more
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1976-04-01
WESTWOOD MANAGEMENT CORPORATION PRESIDENT direct 1976-04-01 2005-03-15
WESTWOOD MANAGEMENT CORPORATION PRESIDENT & CCO direct 1976-04-01 2006-03-13
FRIEDMAN, ABEL, (NMN) TRUSTEE PERLOW GIFT TRUST FOR LLOYD U/A/D 12/1/98 12/01/1998 Indirect Other
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION TRUSTEE direct 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01
FRIEDMAN, ABEL, (NMN) TRUSTEE PERLOW GIFT TRUST FOR JULIE U/A/D 12/1/98 12/01/1998 Indirect Other
Fund Name Position direct/indirect start date end date
WESTWOOD MANAGEMENT CORPORATION TRUSTEE direct 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01
WESTWOOD MANAGEMENT CORPORATION TRUSTEE indirect 1998-12-01

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