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
$9.05B
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$74.3M
2
+$63.1M
3
+$62.2M
4
AIZ icon
Assurant
AIZ
+$61M
5
CSCO icon
Cisco
CSCO
+$56.3M

Top Sells

1
+$71.6M
2
+$65.8M
3
+$56.6M
4
WAL icon
Western Alliance Bancorporation
WAL
+$56.6M
5
INDA icon
iShares MSCI India ETF
INDA
+$51.9M

Sector Composition

1 Financials 17.42%
2 Industrials 9.71%
3 Technology 9.3%
4 Healthcare 8.51%
5 Energy 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$99K ﹤0.01%
+2,055
402
$97K ﹤0.01%
4,012
-146,669
403
$97K ﹤0.01%
2,828
-729
404
$96K ﹤0.01%
2,163
-1,055
405
$96K ﹤0.01%
1,601
-384
406
$95K ﹤0.01%
921
-145
407
$95K ﹤0.01%
476
-1,143
408
$95K ﹤0.01%
807
+706
409
$93K ﹤0.01%
13,520
+800
410
$93K ﹤0.01%
+1,879
411
$92K ﹤0.01%
+638
412
$91K ﹤0.01%
3,231
-1,399
413
$90K ﹤0.01%
900
414
$88K ﹤0.01%
+576
415
$81K ﹤0.01%
+841
416
$79K ﹤0.01%
+685
417
$73K ﹤0.01%
10,000
418
$73K ﹤0.01%
474
-71,512
419
$58K ﹤0.01%
1,037
-83
420
$57K ﹤0.01%
+3,900
421
$31K ﹤0.01%
281
+20
422
$24K ﹤0.01%
658
-458,639
423
$21K ﹤0.01%
+175
424
$21K ﹤0.01%
+235
425
$10K ﹤0.01%
80
15 16
17
18 19