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Westwood Income Opportunity Fund Institutional Class (WHGIX)

US Funds

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12.17 +0.06 +0.50%

24/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 373.6M

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WHGIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Westwood Income Opportunity Instl (WHGIX) fund. Our Westwood Income Opportunity Instl 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	0.43	0.43	0.00
Shares	47.77	47.81	0.04
Bonds	39.50	39.50	0.00
Convertible	6.25	6.25	0.00
Preferred	6.06	6.06	0.00

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.21	17.11
Price to Book	2.73	2.67
Price to Sales	1.94	1.93
Price to Cash Flow	11.60	11.36
Dividend Yield	2.91	2.42
5 Years Earnings Growth	9.74	10.66

Sector Allocation

Name	Net %	Category Average
Technology	23.65	20.22
Financial Services	14.03	15.48
Real Estate	13.36	6.43
Energy	10.01	5.66
Healthcare	9.36	11.92
Consumer Cyclical	8.54	8.92
Industrials	7.66	10.69
Utilities	5.31	3.87
Consumer Defensive	4.32	7.00
Basic Materials	3.15	3.92
Communication Services	0.62	6.57

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 129

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
United States Treasury Bonds 4.625%	-	2.21	-	-
Microsoft	US5949181045	2.16	439.33	+0.94%
JPMorgan	US46625H1005	2.13	242.31	+1.64%
Energy Transfer	US29273V1008	1.80	19.60	+2.94%
Walmart	US9311421039	1.80	92.68	+2.58%
United States Treasury Notes 4.375%	-	1.76	-	-
Goldman Sachs	US38141G1040	1.70	582.79	+2.10%
Lowe’s	US5486611073	1.61	250.22	+1.15%
JPMorgan Nasdaq Equity Premium Inc ETF	-	1.59	-	-
Gilead	US3755581036	1.55	93.95	+0.59%

Top Equity Funds by Westwood

Name	Total Assets	YTD%	3Y%	10Y%
Westwood SmallCap Value Institution	448.43M	14.25	7.67	8.91
Westwood LargeCap Value Institution	207.94M	12.52	8.16	9.48
Westwood SMidCap Institutional	75.22M	11.78	7.46	7.99
Westwood Income Opportunity A	44.14M	12.49	3.15	4.99

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Westwood Income O.	12.17	+0.06	+0.50%