WHG

Westwood Holdings Group Portfolio holdings

AUM $14B
1-Year Est. Return 12.78%
This Quarter Est. Return
1 Year Est. Return
+12.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.9B
AUM Growth
-$429M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$85.1M
2
+$84.9M
3
+$81.4M
4
FANG icon
Diamondback Energy
FANG
+$67.9M
5
MCY icon
Mercury Insurance
MCY
+$47.6M

Top Sells

1
+$105M
2
+$87.6M
3
+$83.5M
4
ORCL icon
Oracle
ORCL
+$56.5M
5
BAH icon
Booz Allen Hamilton
BAH
+$53.7M

Sector Composition

1 Financials 18.31%
2 Industrials 12.59%
3 Energy 10.71%
4 Healthcare 10.52%
5 Technology 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$666K 0.01%
5,265
+5,185
352
$662K 0.01%
+33,015
353
$649K 0.01%
16,465
354
$629K 0.01%
10,364
-1,928
355
$621K 0.01%
20,000
+10,000
356
$617K 0.01%
2,000
357
$611K 0.01%
10,530
+1,550
358
$598K 0.01%
5,626
-3,703
359
$586K ﹤0.01%
13,089
+5,079
360
$576K ﹤0.01%
16,657
+730
361
$574K ﹤0.01%
9,700
362
$568K ﹤0.01%
+10,376
363
$529K ﹤0.01%
+14,808
364
$528K ﹤0.01%
2,880
-21,220
365
$526K ﹤0.01%
3,375
366
$517K ﹤0.01%
30,290
+2,915
367
$499K ﹤0.01%
39,600
368
$492K ﹤0.01%
23,130
+630
369
$483K ﹤0.01%
13,785
+1,110
370
$478K ﹤0.01%
10,775
+335
371
$449K ﹤0.01%
12,730
-840
372
$442K ﹤0.01%
7,371
373
$436K ﹤0.01%
+1,749
374
$435K ﹤0.01%
6,613
-266
375
$427K ﹤0.01%
2,725
-1,884
13 14
15
16 17