WESTWOOD HOLDINGS GROUP INC Q3 2021 Filing

Filed November 12, 2021

Portfolio Value

$9.2B

Holdings

430

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (430 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
642,157$181.0B1966.78%
2
BDXBECTON DICKINSON & CO
605,248$148.8B1616.35%
3
HDHOME DEPOT INC
417,799$137.1B1489.95%
4
BACBK OF AMERICA CORP
3,071,464$130.4B1416.47%
5
CSCOCISCO SYS INC
2,322,925$126.4B1373.60%
6
SCHWSCHWAB CHARLES CORP
1,660,200$120.9B1313.77%
7
ETNEATON CORP PLC
801,396$119.7B1299.93%
8
HONHONEYWELL INTL INC
560,050$118.9B1291.58%
9
CVSCVS HEALTH CORP
1,321,876$112.2B1218.65%
10
MDTMEDTRONIC PLC
873,776$109.5B1189.90%
11
UNPUNION PAC CORP
527,878$103.5B1124.09%
12
WMTWALMART INC
734,685$102.4B1112.48%
13
ATVIEURACTIVISION BLIZZARD INC
1,302,720$100.8B1095.28%
14
VEAVANGUARD TAX-MANAGED INTL FD
1,948,177$98.4B1068.62%
15
UNHUNITEDHEALTH GROUP INC
249,048$97.3B1057.21%
16
GILDGILEAD SCIENCES INC
1,340,228$93.6B1017.02%
17
COPCONOCOPHILLIPS
1,291,891$87.6B951.15%
18
GMGENERAL MTRS CO
1,614,760$85.1B924.66%
19
AAPLAPPLE INC
599,068$84.8B920.91%
20
BRK/BBERKSHIRE HATHAWAY INC DEL
308,514$84.2B914.81%
21
GSGOLDMAN SACHS GROUP INC
219,455$83.0B901.27%
22
AMKRAMKOR TECHNOLOGY INC
3,251,683$81.1B881.39%
23
WEAWESTERN ALLIANCE BANCORP
735,297$80.0B869.28%
24
MCMOELIS & CO
1,243,675$76.9B835.95%
25
AMZNAMAZON COM INC
23,309$76.6B831.86%
26
DISDISNEY WALT CO
449,765$76.1B826.60%
27
PEPPEPSICO INC
504,043$75.8B823.64%
28
DGDOLLAR GEN CORP NEW
353,276$74.9B814.18%
29
VRTVERTIV HOLDINGS CO
3,061,119$73.7B801.13%
30
PNCPNC FINL SVCS GROUP INC
374,521$73.3B796.01%
31
EOGEOG RES INC
906,934$72.8B790.89%
32
AIGAMERICAN INTL GROUP INC
1,325,006$72.7B790.13%
33
MCKMCKESSON CORP
361,126$72.0B782.21%
34
LHXL3HARRIS TECHNOLOGIES INC
325,541$71.7B778.91%
35
DTEDTE ENERGY CO
630,680$70.5B765.39%
36
ICEINTERCONTINENTAL EXCHANGE IN
612,445$70.3B763.96%
37
VVISA INC
314,801$70.1B761.80%
38
AREALEXANDRIA REAL ESTATE EQ IN
366,925$70.1B761.65%
39
IWDISHARES TR
446,672$69.9B759.49%
40
MIDDMIDDLEBY CORP
405,468$69.1B751.09%
41
TMUST-MOBILE US INC
529,770$67.7B735.30%
42
NEENEXTERA ENERGY INC
854,784$67.1B729.15%
43
SFNCSIMMONS 1ST NATL CORP
2,214,464$65.5B711.15%
44
JJSFJ & J SNACK FOODS CORP
427,268$65.3B709.36%
45
ROSTROSS STORES INC
599,303$65.2B708.70%
46
PLDPROLOGIS INC.
518,722$65.1B706.84%
47
RADIGUSDRADIUS GLOBAL INFRASTRCTRE I
3,976,294$64.9B705.42%
48
COFCAPITAL ONE FINL CORP
398,745$64.6B701.65%
49
GOOGLALPHABET INC
23,940$64.0B695.33%
50
CVXCHEVRON CORP NEW
629,227$63.8B693.50%
51
VIAVVIAVI SOLUTIONS INC
4,030,704$63.4B689.24%
52
JACKJACK IN THE BOX INC
646,467$62.9B683.57%
53
ASMLASML HOLDING N V
84,421$62.9B683.37%
54
VBTXVERITEX HLDGS INC
1,592,406$62.7B680.92%
55
MMSIMERIT MED SYS INC
843,494$60.6B657.95%
56
PDCEUSDPDC ENERGY INC
1,271,763$60.3B654.76%
57
SAHSONIC AUTOMOTIVE INC
1,126,509$59.2B643.00%
58
DOOREURMASONITE INTL CORP
543,930$57.7B627.15%
59
VUGVANGUARD INDEX FDS
197,178$57.2B621.58%
60
VLOVALERO ENERGY CORP
792,101$55.9B607.27%
61
MHKMOHAWK INDS INC
307,878$54.6B593.34%
62
JPMJPMORGAN CHASE & CO
332,323$54.4B590.97%
63
NWENORTHWESTERN CORP
941,416$53.9B586.03%
64
SD2SANDY SPRING BANCORP INC
1,146,323$52.5B570.62%
65
CENTACENTRAL GARDEN & PET CO
1,217,773$52.4B568.88%
66
COLBCOLUMBIA BKG SYS INC
1,377,872$52.3B568.67%
67
WIREEURENCORE WIRE CORP
547,823$52.0B564.38%
68
CNMDCONMED CORP
392,671$51.4B558.11%
69
MNROMONRO INC
873,467$50.2B545.73%
70
TWNKEURHOSTESS BRANDS INC
2,889,510$50.2B545.26%
71
RNSTRENASANT CORP
1,388,469$50.1B543.79%
72
PIPRPIPER SANDLER COMPANIES
359,227$49.7B540.36%
73
PLYMPLYMOUTH INDL REIT INC
2,179,516$49.6B538.68%
74
RPAYREPAY HLDGS CORP
2,128,700$49.0B532.59%
75
SCLSTEPAN CO
430,449$48.6B528.14%
76
UFPIUFP INDUSTRIES INC
712,114$48.4B525.92%
77
AIMCUSDALTRA INDL MOTION CORP
869,621$48.1B522.92%
78
CCSCENTURY CMNTYS INC
780,147$47.9B520.82%
79
FSSFEDERAL SIGNAL CORP
1,241,279$47.9B520.79%
80
PSAPUBLIC STORAGE
160,238$47.6B517.19%
81
AVNTAVIENT CORPORATION
1,021,623$47.4B514.43%
82
FIXCOMFORT SYS USA INC
660,833$47.1B512.02%
83
MOG/AMOOG INC
618,165$47.1B511.93%
84
AVAAVISTA CORP
1,184,633$46.3B503.47%
85
ARGO GROUP INTL HLDGS LTD
883,167$46.1B501.03%
86
MCHPMICROCHIP TECHNOLOGY INC.
585,611$44.9B488.26%
87
NSANATIONAL STORAGE AFFILIATES
846,073$44.7B485.23%
88
UEURBAN EDGE PPTYS
2,300,528$42.1B457.61%
89
XOMEXXON MOBIL CORP
686,176$40.4B438.48%
90
GOOGALPHABET INC
14,866$39.6B430.45%
91
GDGENERAL DYNAMICS CORP
200,104$39.2B426.15%
92
PWPPERELLA WEINBERG PARTNERS
2,950,150$39.1B424.66%
93
CHCTCOMMUNITY HEALTHCARE TR INC
842,999$38.1B413.86%
94
JRVRJAMES RIV GROUP LTD
992,385$37.4B406.78%
95
LTHM1EURLIVENT CORP
1,596,809$36.9B400.90%
96
ECVTECOVYST INC
3,157,693$36.8B399.99%
97
ADTNEURADTRAN INC
1,937,598$36.3B394.89%
98
NOMDNOMAD FOODS LTD
1,312,976$36.2B393.12%
99
SBUXSTARBUCKS CORP
324,624$35.8B389.03%
100
ABTABBOTT LABS
286,974$33.9B368.29%
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