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
$11.8B
AUM Growth
+$524M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$165M
2
+$136M
3
+$77.8M
4
BFH icon
Bread Financial
BFH
+$75.7M
5
PSA icon
Public Storage
PSA
+$71.7M

Top Sells

1
+$71.9M
2
+$58.2M
3
+$49.2M
4
BKU icon
Bankunited
BKU
+$46.5M
5
SJM icon
J.M. Smucker
SJM
+$46.1M

Sector Composition

1 Financials 16.46%
2 Industrials 13.4%
3 Energy 12.85%
4 Healthcare 11.35%
5 Technology 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$41K ﹤0.01%
+1,605
402
$40K ﹤0.01%
+1,540
403
$39K ﹤0.01%
575
404
$38K ﹤0.01%
315
405
$25K ﹤0.01%
1,460
406
$21K ﹤0.01%
177
407
$21K ﹤0.01%
+820
408
$20K ﹤0.01%
146
409
$20K ﹤0.01%
+234
410
$16K ﹤0.01%
+5,735
411
$15K ﹤0.01%
155
-45
412
$14K ﹤0.01%
150
413
$9K ﹤0.01%
172
414
$9K ﹤0.01%
+82
415
$8K ﹤0.01%
+62
416
$6K ﹤0.01%
+66
417
$6K ﹤0.01%
100
418
$5K ﹤0.01%
215
419
$5K ﹤0.01%
+80
420
$5K ﹤0.01%
120
421
$5K ﹤0.01%
94
+84
422
$4K ﹤0.01%
100
423
$3K ﹤0.01%
76
424
$1K ﹤0.01%
5
-1,320
425
$1K ﹤0.01%
+5
15 16
17
18 19