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
$11.4B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1 +$209M
2 +$181M
3 +$177M
4
EFX icon
Equifax
EFX
+$176M
5
AIG icon
American International
AIG
+$174M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.29%
2 Industrials 13.37%
3 Healthcare 11.51%
4 Energy 11.18%
5 Technology 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$32M 0.28%
+1,645,902
127
$31.8M 0.28%
+480,690
128
$31.6M 0.28%
+614,721
129
$31.5M 0.28%
+721,773
130
$29.7M 0.26%
+1,209,846
131
$28.9M 0.25%
+3,105,328
132
$28.9M 0.25%
+1,466,633
133
$28.4M 0.25%
+1,724,306
134
$27.8M 0.24%
+557,169
135
$27.5M 0.24%
+455,087
136
$27M 0.24%
+1,086,075
137
$26.6M 0.23%
+1,062,657
138
$26.6M 0.23%
+937,255
139
$26.4M 0.23%
+255,758
140
$18.7M 0.16%
+166,285
141
$18.4M 0.16%
+391,754
142
$16.6M 0.15%
+344,905
143
$16.2M 0.14%
+4,322,070
144
$15.8M 0.14%
+261,163
145
$15.4M 0.13%
+305,654
146
$14.6M 0.13%
+516,642
147
$14.3M 0.12%
+213,772
148
$14.1M 0.12%
+142,077
149
$13.9M 0.12%
+348,838
150
$13.8M 0.12%
+483,918