Westwood Management Corp

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Westwood Management Corp ✚
CRD #	110269
SEC #	801-18727
CIK #	0000912160, 0001607760, 0000949471
AUM	$11.9 BB (2024-03-29)
Employees	98 (69% Investors, 32% Brokers)
Phone	214-756-6900
Address	200 Crescent Court Dallas, TX 75201
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]

Total AUM ($BB) Copy

Sector	Form 13F Holdings	Cap ($BB)	Value ($BB)
	ET	31.9	0.3
	MSFT	1,918.2	0.2
	LNG	34.3	0.2
	AAPL	2,382.8	0.2
	JPM	340.2	0.2
	OKE	25.4	0.2
	WMB	38.7	0.2
	EPD	54.0	0.2
	TRGP	14.2	0.2
	BAC	278.3	0.2
View All

Holdings by Sector ($BB)

AUM Breakdown	Accounts	AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals)	180	0.2
(b) Individuals (high net worth individuals)	61	0.1
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	19	5.9
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	18	1.1
(g) Pension and profit sharing plans	12	1.2
(h) Charitable organizations	8	0.3
(i) State or municipal government entities	19	2.7
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.5
(m) Corporations or other businesses not listed above	12	0.1
(n) Other	0	0.0
Total	307	11.9
By Discretionary
Discretionary	307	11.9
Non-Discretionary	0	0.0
Total	307	11.9
By Non-United States Persons
Non-United States Persons		0.2
United States Persons		11.7
Total	307	11.9

Form 3/4/5 Subject	2011 - 2024
Teton Advisors, Inc.
Westwood Management Corp /TX

Comparable Firms	State	AUM ($BB)
Westwood Global Investments LLC ✚	MA	12.2
Mason Investment Advisory Services Inc ✚	VA	12.2
Glenmede Investment Management LP ✚	PA	12.0
Morningstar Investment Services LLC ✚	IL	12.0
Cooke & Bieler LP ✚	PA	11.8
Polaris Capital Management LLC ✚	MA	11.8
Fondsmaeglerselskabet MAJ Invest A/S ✚		11.7
Guideline Inc ✚	CA	11.7
McQueen Financial Advisors II Inc ✚	MI	11.6
Loring Wolcott & Coolidge Fiduciary Advisors LLP ✚	MA	11.6

Assets, Funds, Holdings