WHG
Westwood Holdings Group Portfolio holdings
AUM $13.2B
AUM
$13.2B
AUM Growth
+$251M (+2%)
Cap. Flow
+$736M
Cap. Flow % of AUM
5.55%
Top 10 Holdings %Top 10 Hldgs %
16.1%
Holding
517
New
27
Increased
151
Reduced
197
Closed
48
Top Buys
1 | $75.8M | |
2 | $75.1M | |
3 | $73.4M | |
4 | $69.6M | |
5 | $59M |
Top Sells
1 | $95.3M | |
2 | $72.7M | |
3 | $44.9M | |
4 | $36.8M | |
5 | $34.9M |
Sector Composition
1 | Energy | 23.3% |
2 | Financials | 15.84% |
3 | Industrials | 10.86% |
4 | Technology | 9.61% |
5 | Healthcare | 7.14% |