WHG

Westwood Holdings Group Portfolio holdings

AUM $13.9B
1-Year Est. Return 11.39%
This Quarter Est. Return
1 Year Est. Return
+11.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.7B
AUM Growth
+$2.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1 +$120M
2 +$62.7M
3 +$40M
4
WM icon
Waste Management
WM
+$38.6M
5
UNP icon
Union Pacific
UNP
+$38.6M

Sector Composition

1 Energy 11.46%
2 Financials 8.16%
3 Industrials 6.37%
4 Technology 6.11%
5 Healthcare 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-4,988,210
452
-467,688
453
-170,129
454
-18,095
455
-10,388
456
-5,744
457
-116
458
-3,310
459
-7,130