Company profile

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
Office hours
Monday - Friday, 8:00 AM TO 4:00 PM
Phone
3122363336
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

Data from SEC filings
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