WESTWOOD MANAGEMENT CORP /IL/ Information

208 S LASALLE ST, CHICAGO, Illinois, 60604, (312) 236-3336

Report Date: 03/31/2015

Position Statistics

Total Positions 98
New Positions 12
Increased Positions 30
Decreased Positions 24
Positions with Activity 54
Sold Out Positions 9
Total Mkt Value (in $ millions) 602

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.25%
Capital Goods 13.96%
Conglomerates
Consumer Cyclical 14.85%
Consumer/Non-Cyclical 0.13%
Energy 0.43%
Financial 16.11%
Healthcare 14.71%
Services 11.05%
Technology 14.63%
Transportation 6.75%
Utilities 0.15%

98 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MIDDLEBY CORP COM 44,484 -521 (1.16) 401,480
BORGWARNER INC COM 41,196 New 674,244
MASTERCARD INC CL A 39,417 -19 (0.05) 425,252
GILEAD SCIENCES INC COM 35,916 -905 (2.46) 321,510
FACEBOOK INC CL A 35,373 169 .48 439,200
AMERICAN AIRLS GROUP INC COM 34,356 337 .99 806,300
BOEING CO COM 33,825 1,709 5.32 233,584
HARMAN INTL INDS INC COM 28,480 21,763 324.00 228,110
AFFILIATED MANAGERS GROUP COM 26,592 -900 (3.27) 118,250
THERMO FISHER SCIENTIFIC INC COM 26,141 502 1.96 197,810
ALLIANCE DATA SYSTEMS CORP COM 22,658 90 .40 75,450
HOME DEPOT INC COM 22,600 9,107 67.50 201,500
FEDEX CORP COM 22,475 New 128,298
GOOGLE INC CL C 15,172 108 .72 28,090
JONES LANG LASALLE INC COM 15,101 12,730 536.99 87,905
CELGENE CORP COM 15,026 2,599 20.92 129,430
GOOGLE INC CL A 14,215 -1,065 (6.97) 25,635
SBA COMMUNICATIONS CORP COM 14,050 1,735 14.09 123,900
FISERV INC COM 12,766 500 4.07 158,440
UNION PAC CORP COM 10,573 83 .80 101,470