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
$9.95B
AUM Growth
+$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$88.6M
3
+$79.6M
4
MIDD icon
Middleby
MIDD
+$77.1M
5
WW
WW International
WW
+$72.6M

Top Sells

1
+$88.7M
2
+$76.9M
3
+$76.5M
4
HRL icon
Hormel Foods
HRL
+$74.3M
5
JPM icon
JPMorgan Chase
JPM
+$69M

Sector Composition

1 Financials 17.48%
2 Technology 11.67%
3 Consumer Discretionary 11.51%
4 Industrials 10.51%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$271K ﹤0.01%
4,288
+320
352
$271K ﹤0.01%
+2,501
353
$270K ﹤0.01%
3,500
354
$269K ﹤0.01%
+4,900
355
$267K ﹤0.01%
5,292
356
$266K ﹤0.01%
+3,679
357
$261K ﹤0.01%
+8,960
358
$259K ﹤0.01%
+12,650
359
$257K ﹤0.01%
+5,514
360
$257K ﹤0.01%
+3,354
361
$255K ﹤0.01%
+7,790
362
$254K ﹤0.01%
+6,989
363
$254K ﹤0.01%
2,500
364
$254K ﹤0.01%
+8,040
365
$254K ﹤0.01%
+9,000
366
$253K ﹤0.01%
1,267
367
$252K ﹤0.01%
+8,206
368
$249K ﹤0.01%
+4,780
369
$249K ﹤0.01%
+9,200
370
$248K ﹤0.01%
+9,440
371
$248K ﹤0.01%
+13,493
372
$247K ﹤0.01%
1,272
373
$244K ﹤0.01%
+6,754
374
$243K ﹤0.01%
7,651
-74,642
375
$242K ﹤0.01%
681
+49
13 14
15
16 17