WHG
Westwood Holdings Group Portfolio holdings
AUM
$13.5B
This Quarter Return
+9.16%
1 Year Return
+11.34%
3 Year Return
+46.35%
5 Year Return
+103.26%
10 Year Return
+200.13%
AUM
$13B
AUM Growth
+$13B
(+10%)
Cap. Flow
+$349M
Cap. Flow
% of AUM
2.68%
Top 10 Holdings %
Top 10 Hldgs %
15.53%
Holding
342
New
17
Increased
152
Reduced
114
Closed
36
Top Buys
| 1 |
Amdocs
DOX
|
$154M |
| 2 |
Becton Dickinson
BDX
|
$125M |
| 3 |
IAC Inc
IAC
|
$122M |
| 4 |
GE Aerospace
GE
|
$114M |
| 5 |
GSK
GSK
|
$110M |
Top Sells
| 1 |
DaVita
DVA
|
$101M |
| 2 |
APC
Anadarko Petroleum
APC
|
$93M |
| 3 |
Baxter International
BAX
|
$90.7M |
| 4 |
Hologic
HOLX
|
$86.9M |
| 5 |
Advance Auto Parts
AAP
|
$79.5M |
Sector Composition
| 1 | Financials | 16.44% |
| 2 | Industrials | 16.37% |
| 3 | Energy | 12.53% |
| 4 | Healthcare | 10.57% |
| 5 | Technology | 9.63% |
