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
$9.36B
AUM Growth
+$312M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$70.6M
2
+$39.9M
3
+$37.9M
4
JRVR icon
James River Group Holdings
JRVR
+$29.8M
5
HON icon
Honeywell
HON
+$28.7M

Top Sells

1
+$63.8M
2
+$47.7M
3
+$45M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$31.1M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$30.5M

Sector Composition

1 Financials 17.97%
2 Industrials 10.1%
3 Technology 9.93%
4 Healthcare 8.47%
5 Energy 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$57K ﹤0.01%
+600
452
$55K ﹤0.01%
+410
453
$54K ﹤0.01%
+319
454
$49K ﹤0.01%
+1,950
455
$48K ﹤0.01%
+349
456
$42K ﹤0.01%
+59
457
$40K ﹤0.01%
+138
458
$39K ﹤0.01%
+2,330
459
$37K ﹤0.01%
+900
460
$35K ﹤0.01%
+1,209
461
$33K ﹤0.01%
+109
462
$33K ﹤0.01%
+1,037
463
$27K ﹤0.01%
+26
464
$27K ﹤0.01%
+263
465
$24K ﹤0.01%
400
-6,026
466
$23K ﹤0.01%
+476
467
$22K ﹤0.01%
+250
468
$21K ﹤0.01%
166
-7,814
469
$20K ﹤0.01%
+131
470
$17K ﹤0.01%
+606
471
$16K ﹤0.01%
+608
472
$16K ﹤0.01%
+168
473
$14K ﹤0.01%
+98
474
$14K ﹤0.01%
+2,500
475
$12K ﹤0.01%
80
17 18
19
20 21