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
$10.7B
AUM Growth
-$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$65.8M
2
+$64.3M
3
+$56.9M
4
ABT icon
Abbott
ABT
+$36.2M
5
MMSI icon
Merit Medical Systems
MMSI
+$34.2M

Top Sells

1
+$89.7M
2
+$67.4M
3
+$56.1M
4
EPD icon
Enterprise Products Partners
EPD
+$35.4M
5
HCA icon
HCA Healthcare
HCA
+$34.4M

Sector Composition

1 Energy 21.01%
2 Financials 16.32%
3 Healthcare 10.62%
4 Industrials 10.26%
5 Technology 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$282K ﹤0.01%
6,870
+242
377
$279K ﹤0.01%
5,588
+1,654
378
$277K ﹤0.01%
701
+150
379
$273K ﹤0.01%
3,997
380
$268K ﹤0.01%
2,911
-944
381
$266K ﹤0.01%
6,008
-107
382
$266K ﹤0.01%
3,276
-64
383
$263K ﹤0.01%
+1,238
384
$259K ﹤0.01%
1,578
-1,566
385
$257K ﹤0.01%
690
-41
386
$256K ﹤0.01%
+2,319
387
$253K ﹤0.01%
+4,847
388
$252K ﹤0.01%
+2,837
389
$251K ﹤0.01%
3,749
-1,714
390
$251K ﹤0.01%
2,875
-50
391
$249K ﹤0.01%
600
-400
392
$243K ﹤0.01%
+3,257
393
$235K ﹤0.01%
1,500
394
$234K ﹤0.01%
5,113
395
$234K ﹤0.01%
1,236
-17
396
$228K ﹤0.01%
3,211
-58
397
$225K ﹤0.01%
2,494
398
$220K ﹤0.01%
+2,996
399
$218K ﹤0.01%
4,197
400
$216K ﹤0.01%
10,382
14 15
16
17 18