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
$13B
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1 +$106M
2 +$81.9M
3 +$74M
4
HSP
HOSPIRA INC
HSP
+$72M
5
EOG icon
EOG Resources
EOG
+$72M

Top Sells

1 +$142M
2 +$116M
3 +$92.6M
4
NVS icon
Novartis
NVS
+$73.8M
5
PII icon
Polaris
PII
+$64.6M

Sector Composition

1 Financials 16.01%
2 Industrials 15.34%
3 Energy 13.51%
4 Healthcare 11.45%
5 Technology 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-82,738
327
-63,743
328
-43,500
329
-4,130,286
330
-27,500
331
-703,718
332
-477,987