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
326
$258K ﹤0.01%
+2,170