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
$9.87B
AUM Growth
-$77.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$73.5M
2
+$71.4M
3
+$71.3M
4
VLO icon
Valero Energy
VLO
+$70.2M
5
MHK icon
Mohawk Industries
MHK
+$61.7M

Top Sells

1
+$73.8M
2
+$66M
3
+$63.2M
4
NKE icon
Nike
NKE
+$62.3M
5
FISV
Fiserv Inc
FISV
+$61.3M

Sector Composition

1 Financials 19.36%
2 Consumer Discretionary 11.9%
3 Industrials 11.59%
4 Technology 10.71%
5 Healthcare 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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408
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414
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-9,000
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