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
$11.4B
AUM Growth
+$2.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$172M
3
+$170M
4
ENB icon
Enbridge
ENB
+$156M
5
WMB icon
Williams Companies
WMB
+$139M

Top Sells

1
+$75.8M
2
+$63.8M
3
+$55.1M
4
META icon
Meta Platforms (Facebook)
META
+$54.7M
5
MNRL
Brigham Minerals, Inc. Class A Common Stock
MNRL
+$53.2M

Sector Composition

1 Energy 21.88%
2 Financials 14.61%
3 Healthcare 10.75%
4 Technology 9.23%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$70K ﹤0.01%
+415
477
$70K ﹤0.01%
+1,251
478
$69K ﹤0.01%
20,237
479
$60K ﹤0.01%
+425
480
$57K ﹤0.01%
+111
481
$56K ﹤0.01%
+600
482
$55K ﹤0.01%
+818
483
$52K ﹤0.01%
+4,748
484
$51K ﹤0.01%
+10,235
485
$50K ﹤0.01%
+3,293
486
$48K ﹤0.01%
+782
487
$46K ﹤0.01%
+3,699
488
$46K ﹤0.01%
+456
489
$45K ﹤0.01%
2,018
-61,180
490
$43K ﹤0.01%
+224
491
$42K ﹤0.01%
+1,209
492
$35K ﹤0.01%
+3,579
493
$34K ﹤0.01%
+333
494
$31K ﹤0.01%
+1,417
495
$30K ﹤0.01%
+263
496
$27K ﹤0.01%
+333
497
$27K ﹤0.01%
+7,000
498
$26K ﹤0.01%
+175
499
$26K ﹤0.01%
+566
500
$25K ﹤0.01%
117
-7,847
18 19
20
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