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
$9.18B
AUM Growth
-$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$66M
3
+$64.5M
4
B
Barrick Mining
B
+$39.6M
5
MRVL icon
Marvell Technology
MRVL
+$33M

Top Sells

1
+$94.5M
2
+$82M
3
+$67.5M
4
BDX icon
Becton Dickinson
BDX
+$53.2M
5
HD icon
Home Depot
HD
+$51.9M

Sector Composition

1 Financials 16.68%
2 Industrials 11.63%
3 Healthcare 9.17%
4 Energy 9%
5 Technology 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$147K ﹤0.01%
2,819
+512
402
$147K ﹤0.01%
7,464
403
$144K ﹤0.01%
14,260
404
$142K ﹤0.01%
+1,472
405
$142K ﹤0.01%
10,569
+10,134
406
$140K ﹤0.01%
+4,630
407
$140K ﹤0.01%
2,515
+2,312
408
$138K ﹤0.01%
+10,589
409
$136K ﹤0.01%
+3,557
410
$133K ﹤0.01%
+3,218
411
$133K ﹤0.01%
+638
412
$133K ﹤0.01%
+8,528
413
$133K ﹤0.01%
4,225
+3,325
414
$131K ﹤0.01%
+12,475
415
$130K ﹤0.01%
+3,534
416
$128K ﹤0.01%
+2,956
417
$126K ﹤0.01%
+10,035
418
$126K ﹤0.01%
+2,024
419
$125K ﹤0.01%
+1,066
420
$125K ﹤0.01%
+2,497
421
$122K ﹤0.01%
+981
422
$121K ﹤0.01%
17,385
+2,560
423
$121K ﹤0.01%
+1,985
424
$118K ﹤0.01%
+3,380
425
$118K ﹤0.01%
+12,382
15 16
17
18 19