WHG

Westwood Holdings Group Portfolio holdings

AUM $12.3B
1-Year Est. Return 10.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.8%
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
+$91.2M
2
+$76.2M
3
+$75.6M
4
CDP icon
COPT Defense Properties
CDP
+$60.9M
5
VICI icon
VICI Properties
VICI
+$59M

Top Sells

1
+$96.1M
2
+$80.3M
3
+$66.6M
4
ICE icon
Intercontinental Exchange
ICE
+$63.1M
5
SAH icon
Sonic Automotive
SAH
+$56.7M

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
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