Westwood Management
Westwood Management is an investment advisor in Chicago with $1.25B 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 ?
$1.25B
(as of 23 Mar 21)
Accounts
114
(as of 23 Mar 21)
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 76 long holdings End of quarter 30 Sep 21 |
Value |
#Shares |
Prev Q |
Change %, QoQ |
|---|---|---|---|---|
| $117.58M | 417.05K | 417.05K | 0 | |
| $114.46M | 337.25K | 337.25K | 0 | |
| $114.3M | 42.82K | 43.23K | -1.0 | |
| $113.48M | 1.61M | 1.63M | -1.1 | |
| $110.29M | 33.57K | 33.57K | 0 | |
| $98.17M | 171.82K | 172.02K | -0.1 | |
| $94.12M | 270.71K | 273.01K | -0.8 | |
| $56.24M | 171.31K | 171.61K | -0.2 | |
| $47.02M | 172.7K | 142.45K | +21.2 | |
| $35.18M | 76.7K | 76.7K | 0 | |
| $34.84M | 278.73K | 281.93K | -1.1 | |
| $33.58M | 301.3K | 303.4K | -0.7 | |
| $27.27M | 173.8K | 173.8K | 0 | |
| $25.61M | 220.1K | 3.2K | +6778.1 | |
| $23.88M | 160.28K | 161.38K | -0.7 | |
| $20.89M | 119.55K | 119.55K | 0 | |
| $19.46M | 114.1K | 93.2K | +22.4 | |
| $15.82M | 61.44K | 61.44K | 0 | |
|
Visa Inc.
|
$10.67M | 47.9K | 48.2K | -0.6 |
| $10.26M | 42.77K | 42.77K | 0 | |
| $9.77M | 33.3K | 33.3K | 0 | |
| $9.45M | 63.3K | 50.5K | +25.3 | |
| $7.23M | 48.8K | 171.6K | -71.6 | |
| $6.36M | 67.95K | 67.95K | 0 | |
| $6.1M | 10.6K | 10.6K | 0 | |
| $5.9M | 52.5K | 34.6K | +51.7 | |
| $5.72M | 21.1K | 18.2K | +15.9 | |
| $4.65M | 9.7K | NEW | ||
| $4.62M | 35.83K | 37.13K | -3.5 | |
| $4.32M | 24.7K | 5K | +394.0 | |
| $2.2M | 4.9K | 4.9K | 0 | |
| $2.15M | 6.75K | 6.75K | 0 | |
| $1.75M | 8.62K | 8.62K | 0 | |
| $1.57M | 11.09K | 11.09K | 0 | |
| $1.45M | 5.2K | 5.2K | 0 | |
| $1.27M | 6.5K | 6.5K | 0 | |
| $1.26M | 10.52K | 15.02K | -30.0 | |
| $1.07M | 15K | 15K | 0 | |
| $1.06M | 175K | 175K | 0 | |
| $1.06M | 6.55K | 6.55K | 0 | |
| $1.03M | 6.26K | 6.26K | 0 | |
| $942K | 12K | 12K | 0 | |
| $905K | 5.4K | 5.4K | 0 | |
| $838K | 7.6K | 7.6K | 0 | |
| $775K | 1K | 1K | 0 | |
| $769K | 4K | 4K | 0 | |
| $768K | 3K | 3K | 0 | |
| $723K | 2.65K | 2.65K | 0 | |
| $723K | 72K | 93K | -22.6 | |
| $647K | 2.49K | 2.49K | 0 |
Holdings list only includes long positions.
Only includes long positions.
Calendar
24 Jan 22
31 Dec 22
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
26 Oct 21
13F-HR
Quarterly holdings report by institutional manager
23 Jul 21
13F-HR
Quarterly holdings report by institutional manager
26 Apr 21
13F-HR
Quarterly holdings report by institutional manager
26 Jan 21
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