WESTWOOD MANAGEMENT CORP

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Westwood Management Corp is based out of Chicago. Westwood Management Corp is a large advisory firm with 114 clients and discretionary assets under management (AUM) of $1,249,906,374 (Form ADV from 2021-03-23). Their last reported 13F filing for Q2 2021 included $1,240,715,000 in managed 13F securities and a top 10 holdings concentration of 69.25%. Westwood Management Corp's largest holding is The Trade Desk Inc Class A with shares held of 1,632,570. Westwood Management Corp has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 83 13F filings

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06/30/2021

13F Activity

  • Market Value $1.241 Billion
  • Prior Market Value $1.132 Billion
  • New Purchases4 stocks
  • Additional Purchases15 stocks
  • Sold out of4 stocks
  • Reduced holdings in23 stocks
  • Top 10 Holdings % 69.25 %
  • Turnover % [1]:10.00%
  • Turnover Alt % [2]: 5.75 %
  • Time Held Top20:15.35 quarters
  • Time Held Top10:17.70 quarters
  • Time Held All:18.41 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.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 11.84%
Performance Last 4 Quarters: 17.78%
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

View Last Form Adv Compilation Report on Record

WESTWOOD MANAGEMENT CORPORATION
208 S LASALLE STREET SUITE 1698
CHICAGO IL    60604
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: 114
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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WESTWOOD MANAGEMENT CORPORATION

ownership team - last updated 2021-03-23
Name Title Start Date Direct/Indirect % Ownership
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
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
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
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
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, 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
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
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, 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
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
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, 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
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
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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