Westwood Management Corp
Westwood Management is an investment advisor in Chicago with $878.29M assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
362868317
SEC advisor number
801-11728
FINRA CRD number
110354
AUM ?
$878.29M
(as of 9 Jun 20)
Accounts
108
(as of 9 Jun 20)
Employees
5
(2 investment advisory or research)
Address
Westwood Management
208 S LASALLE ST
STE 1698
CHICAGO
IL 60604
208 S LASALLE ST
STE 1698
CHICAGO
IL 60604
Office hours
Monday - Friday, 8:00 AM TO 4:00 PM
Phone
3122363336
Brochures
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Perlow, Michael, (NMN) | President & Chief Compliance Officer | 04/1976 | > 75% |
| Perlow Gift Trust for Lloyd U/a/d 12/1/98 | Shareholder | 12/1998 | 10-25% |
| Perlow Gift Trust for Julie U/a/d 12/1/98 | Shareholder | 12/1998 | 10-25% |
| Friedman, Abel, (NMN) | Trustee | 12/1998 | |
| Friedman, Abel, (NMN) | Trustee | 12/1998 |
Investment data
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
| Top 50 of 64 long holdings End of quarter 30 Sep 20 |
Value |
#Shares |
Prev Q |
Change %, QoQ |
|---|---|---|---|---|
| $114.88M | 36.48K | 37.23K | -2.0 | |
| $100.71M | 194.13K | 197.03K | -1.5 | |
| $97.14M | 287.24K | 291.19K | -1.4 | |
| $93.49M | 356.95K | 362.65K | -1.6 | |
| $92.36M | 439.1K | 438.1K | +0.2 | |
| $79.39M | 179.82K | 181.82K | -1.1 | |
| $65.45M | 44.59K | 45.51K | -2.0 | |
| $58.87M | 268.5K | 318.1K | -15.6 | |
| $51.77M | 176.1K | 163.1K | +8.0 | |
| $47.99M | 172.81K | 172.91K | -0.1 | |
| $38.84M | 182.7K | 175.96K | +3.8 | |
| $34.15M | 135.9K | 100.6K | +35.1 | |
| $33.65M | 285.93K | 159.4K | +79.4 | |
| $32.14M | 77.96K | 78.66K | -0.9 | |
| $31.74M | 283.93K | 283.1K | +0.3 | |
| $26.04M | 74.7K | 75K | -0.4 | |
| $23.65M | 204.19K | 50.4K | +305.1 | |
| $15.07M | 92.73K | 102K | -9.1 | |
|
Visa Inc.
|
$10.17M | 50.84K | 50.2K | +1.3 |
|
Ontrak, Inc.
|
$7.5M | 125K | NEW | |
| $7.37M | 57.85K | 59.85K | -3.3 | |
| $5.2M | 10.6K | 10.6K | 0 | |
| $4.73M | 19.85K | 5.75K | +245.2 | |
| $3.13M | 20.1K | 22.1K | -9.0 | |
| $2.78M | 38.5K | 22K | +75.0 | |
| $1.74M | 4.9K | 4.9K | 0 | |
| $1.48M | 7.5K | 7.5K | 0 | |
| $1.43M | 8.62K | 16.62K | -48.1 | |
| $1.32M | 4.7K | 4.7K | 0 | |
| $1.19M | 10.52K | 10.52K | 0 | |
| $1.11M | 175K | 275K | -36.4 | |
| $1.05M | 5.2K | 5.2K | 0 | |
| $916K | 3.3K | 4.4K | -25.0 | |
| $894K | 3K | 3K | 0 | |
| $737K | 4.95K | 4.95K | 0 | |
| $612K | 6.36K | 9.32K | -31.8 | |
| $571K | 4K | 4K | 0 | |
| $564K | 2.65K | 2.65K | 0 | |
| $564K | 5.47K | 264.82K | -97.9 | |
| $514K | 3K | 3K | 0 | |
|
Nestle S a Adr
|
$500K | 4.2K | 4.4K | -4.5 |
| $488K | 3K | 3K | 0 | |
| $466K | 64.8K | 64.8K | 0 | |
| $451K | 14.7K | NEW | ||
| $429K | 1.9K | 1.9K | 0 | |
| $429K | 1K | 200 | +400.0 | |
| $391K | 2K | 2.9K | -31.0 | |
| $388K | 19K | 37.63K | -49.5 | |
| $381K | 3.8K | 7.6K | -50.0 | |
| $347K | 1.5K | 1.5K | 0 |
Holdings list only includes long positions.
Only includes long positions.
Calendar
18 Jan 21
31 Dec 21
News
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings
Ownership
13F-HR
Quarterly holdings report by institutional manager
23 Oct 20
13F-HR
Quarterly holdings report by institutional manager
27 Jul 20
13F-HR
Quarterly holdings report by institutional manager
27 Apr 20
13F-HR
Quarterly holdings report by institutional manager
24 Jan 20
13F-HR
Quarterly holdings report by institutional manager
25 Oct 19
13F-HR
Quarterly holdings report by institutional manager
25 Jul 19
13F-HR
Quarterly holdings report by institutional manager
25 Apr 19
13F-HR
Quarterly holdings report by institutional manager
25 Jan 19
13F-HR
Quarterly holdings report by institutional manager
26 Oct 18
13F-HR
Quarterly holdings report by institutional manager
24 Jul 18