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Home > Institutional Investor > Westwood Holdings Group Inc > Profile

Instuitional Investor - Westwood Holdings Group Inc

Fund Profile
Filing Period:
Fund Name: Westwood Holdings Group Inc
Portfolio Value $11,848,354
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Energy Transfer Lp
 ET 16,785,510 $231,640 1.95%
2.
Microsoft Corp
 MSFT 613,381 $230,656 1.94%
3.
Jpmorgan Chase & Co
 JPM 958,096 $162,972 1.37%
4.
Cheniere Energy Inc.
 LNG 918,661 $156,825 1.32%
5.
Targa Resources Corp.
 TRGP 1,772,359 $153,965 1.29%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)