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
$9.17B
AUM Growth
-$1.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$75M
3
+$74.6M
4
VICI icon
VICI Properties
VICI
+$59.6M
5
CDP icon
COPT Defense Properties
CDP
+$59.1M

Top Sells

1
+$85.2M
2
+$71.6M
3
+$56.7M
4
PDCE
PDC Energy, Inc.
PDCE
+$56.6M
5
ICE icon
Intercontinental Exchange
ICE
+$55.6M

Sector Composition

1 Financials 17.95%
2 Healthcare 12.09%
3 Technology 10.77%
4 Industrials 10.75%
5 Real Estate 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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