WGI

Westwood Global Investments Portfolio holdings

AUM $1.85B
1-Year Est. Return 6.57%
This Quarter Est. Return
1 Year Est. Return
+6.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$858M
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$14.8M
3
+$11.8M
4
PBR.A icon
Petrobras Class A
PBR.A
+$8.94M
5
PBR icon
Petrobras
PBR
+$7.98M

Top Sells

1
+$1.23M

Sector Composition

1 Energy 35.16%
2 Communication Services 27.08%
3 Financials 23.43%
4 Technology 9.19%
5 Materials 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$229M 26.7%
14,749,335
-79,450
2
$201M 23.43%
51,523,688
+3,799,121
3
$163M 19.03%
6,593,524
+476,239
4
$87.7M 10.22%
15,011,979
+1,366,896
5
$72.2M 8.42%
30,621,797
6
$43.1M 5.03%
9,520,571
+1,973,286
7
$19.3M 2.24%
+1,070,739
8
$18.5M 2.16%
823,851
9
$7.59M 0.89%
+154,402
10
$6.6M 0.77%
252,007
11
$3.27M 0.38%
+102,036
12
$2.42M 0.28%
+104,811
13
$2.39M 0.28%
281,740
14
$1.58M 0.18%
506,130
+188,418