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Westwood Quality Smidcap Fund Institutional Class (WHGMX)

US Funds

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15.76 +0.11 +0.70%

28/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 69.42M

Type: Fund

Market: United States

Issuer: Westwood

Asset Class: Equity

General
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WHGMX Holdings

Comprehensive information about top holdings and Key Holding Information for the Westwood SMidCap Institutional (WHGMX) fund. Our Westwood SMidCap Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.41	1.41	0.00
Stocks	98.59	98.59	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.58	15.68
Price to Book	1.99	1.92
Price to Sales	1.53	1.30
Price to Cash Flow	8.62	8.74
Dividend Yield	1.82	1.47
5 Years Earnings Growth	8.81	11.90

Sector Allocation

Name	Net %	Category Average
Financial Services	18.10	17.58
Industrials	17.80	19.44
Real Estate	13.87	6.68
Healthcare	8.96	11.78
Basic Materials	8.87	4.97
Consumer Cyclical	8.30	12.21
Energy	7.90	5.02
Technology	7.82	14.56
Utilities	4.40	2.95
Consumer Defensive	2.96	4.44
Communication Services	1.03	2.37

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 66

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
IDACORP	US4511071064	2.37	118.98	+0.91%
Hubbell	US4435106079	2.35	362.85	-2.35%
Chord Energy	US6742152076	2.16	110.95	-2.93%
Piper Sandler	US7240781002	2.12	292.50	+0.99%
Integer Hld	US45826H1095	2.11	124.06	+0.70%
Summit Materials Inc	US86614U1007	2.10	52.49	0.00%
Kratos Defense&Security	US50077B2079	2.09	26.59	+0.74%
BWX Tech	US05605H1005	2.09	102.95	-0.98%
Digitalbridge Group	US25401T6038	2.07	11.575	+1.80%
Cullen/Frost Bankers	US2298991090	2.07	138.82	+1.30%

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood SmallCap Value Institution	416.03M	2.42	5.58	8.34
Westwood Income Opportunity Instl	378M	2.42	2.93	5.36
Westwood LargeCap Value Institution	188.6M	10.55	4.34	8.73
Westwood Income Opportunity A	44.58M	2.34	2.73	5.11

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Westwood SMidCap .	15.76	+0.11	+0.70%