WHG

Westwood Holdings Group Portfolio holdings

AUM $13.9B
1-Year Est. Return 11.39%
This Quarter Est. Return
1 Year Est. Return
+11.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$209M
2
+$181M
3
+$177M
4
EFX icon
Equifax
EFX
+$176M
5
AIG icon
American International
AIG
+$174M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.29%
2 Industrials 13.37%
3 Healthcare 11.51%
4 Energy 11.18%
5 Technology 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.81M 0.02%
+57,400
252
$2.77M 0.02%
+96,256
253
$2.76M 0.02%
+310,600
254
$2.74M 0.02%
+43,583
255
$2.74M 0.02%
+101,699
256
$2.72M 0.02%
+52,800
257
$2.71M 0.02%
+137,500
258
$2.7M 0.02%
+189,815
259
$2.62M 0.02%
+40,450
260
$2.57M 0.02%
+48,221
261
$2.55M 0.02%
+44,800
262
$2.54M 0.02%
+43,200
263
$2.5M 0.02%
+46,200
264
$2.48M 0.02%
+176,706
265
$2.44M 0.02%
+23,100
266
$2.27M 0.02%
+37,100
267
$2.26M 0.02%
+30,900
268
$2.24M 0.02%
+28,745
269
$2.19M 0.02%
+79,325
270
$1.98M 0.02%
+79,900
271
$1.88M 0.02%
+59,200
272
$1.84M 0.02%
+85,700
273
$1.82M 0.02%
+62,100
274
$1.81M 0.02%
+132,700
275
$1.78M 0.02%
+40,865
9 10
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