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
201
$5.46M 0.05%
+136,728
202
$5.45M 0.05%
+271,262
203
$5.4M 0.05%
+142,545
204
$5.38M 0.05%
+1,361
205
$5.37M 0.05%
+88,200
206
$5.35M 0.05%
+306,152
207
$5.32M 0.05%
+341,215
208
$5.3M 0.05%
+96,337
209
$5.28M 0.05%
+203,272
210
$5.25M 0.05%
+23,215
211
$5.17M 0.05%
+114,893
212
$5.16M 0.05%
+248,330
213
$5.07M 0.04%
+90,690
214
$4.93M 0.04%
+152,328
215
$4.79M 0.04%
+76,680
216
$4.69M 0.04%
+31,542
217
$4.6M 0.04%
+628,488
218
$4.49M 0.04%
+29,300
219
$4.45M 0.04%
+70,700
220
$4.34M 0.04%
+116,559
221
$4.26M 0.04%
+65,626
222
$4.15M 0.04%
+38,200
223
$4.12M 0.04%
+134,800
224
$4.08M 0.04%
+98,600
225
$4.05M 0.04%
+55,400